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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 | $310,798 | $172,111+80.6% | $150,298+106.8% | $137,256+126.4% |
| Participation rate | 81.8% | 81.7%+0.1pp | 77.8%+4.1pp | 80.0%+1.9pp |
| Annual return | 15.41% | 69.37%-54.0pp | 62.79%-47.4pp | 220.34%-204.9pp |
| Employer contribution / active EE | $2,721 | $4,636-41.3% | $4,154-34.5% | $4,156-34.5% |
| Participant deferral / active EE | $6,980 | $6,166+13.2% | $5,453+28.0% | $6,407+8.9% |
| Admin fee / account holder | $9,105 | $16,471-44.7% | $14,116-35.5% | $12,270-25.8% |