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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 | $414,413 | $227,399+82.2% | $189,758+118.4% | $198,609+108.7% |
| Participation rate | 84.6% | 84.0%+0.6pp | 79.8%+4.8pp | 82.4%+2.2pp |
| Annual return | 10.09% | 61.03%-50.9pp | 52.62%-42.5pp | 202.70%-192.6pp |
| Employer contribution / active EE | $1,606 | $5,526-70.9% | $4,767-66.3% | $5,055-68.2% |
| Participant deferral / active EE | $7,815 | $6,837+14.3% | $5,856+33.5% | $6,977+12.0% |
| Admin fee / account holder | $2,286 | $25,162-90.9% | $20,388-88.8% | $19,030-88.0% |