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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 | $260,351 | $165,361+57.4% | $149,715+73.9% | $158,950+63.8% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 14.01% | 348.24%-334.2pp | 276.66%-262.6pp | 302.91%-288.9pp |
| Employer contribution / active EE | $1,217 | $5,103-76.2% | $4,645-73.8% | $4,762-74.4% |
| Participant deferral / active EE | $5,501 | $7,182-23.4% | $6,842-19.6% | $5,983-8.1% |
| Admin fee / account holder | $2,356 | $10,808-78.2% | $9,310-74.7% | $11,248-79.1% |