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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 | $311,120 | $196,972+58.0% | $182,262+70.7% | $198,609+56.6% |
| Participation rate | 86.7% | 85.7%+1.0pp | 84.2%+2.5pp | 82.4%+4.3pp |
| Annual return | 6.01% | 158.27%-152.3pp | 140.60%-134.6pp | 202.70%-196.7pp |
| Employer contribution / active EE | $6,496 | $5,364+21.1% | $5,046+28.7% | $5,055+28.5% |
| Participant deferral / active EE | $9,399 | $8,643+8.7% | $8,276+13.6% | $6,977+34.7% |
| Admin fee / account holder | $135,454 | $18,429+635.0% | $16,712+710.5% | $19,030+611.8% |