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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 | $316,729 | $166,268+90.5% | $165,100+91.8% | $145,897+117.1% |
| Participation rate | 94.1% | 82.0%+12.1pp | 78.6%+15.5pp | 80.3%+13.8pp |
| Annual return | 15.21% | 100.52%-85.3pp | 70.21%-55.0pp | 552.29%-537.1pp |
| Employer contribution / active EE | $2,844 | $5,284-46.2% | $4,348-34.6% | $4,663-39.0% |
| Participant deferral / active EE | $6,035 | $6,964-13.3% | $6,0350% | $6,689-9.8% |
| Admin fee / account holder | $27,028 | $16,659+62.2% | $12,696+112.9% | $13,390+101.8% |