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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $373,439 | $157,304+137.4% | $141,197+164.5% | $152,909+144.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 19.75% | 64.34%-44.6pp | 71.41%-51.7pp | 345.46%-325.7pp |
| Employer contribution / active EE | $4,213 | $5,263-20.0% | $4,736-11.1% | $4,764-11.6% |
| Participant deferral / active EE | $4,114 | $7,111-42.1% | $6,710-38.7% | $5,851-29.7% |
| Admin fee / account holder | $25,797 | $12,126+112.7% | $10,265+151.3% | $11,601+122.4% |