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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 | $257,736 | $154,228+67.1% | $145,433+77.2% | $137,256+87.8% |
| Participation rate | 95.2% | 83.8%+11.4pp | 82.1%+13.1pp | 80.0%+15.3pp |
| Annual return | 12.46% | 74.59%-62.1pp | 66.58%-54.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,727 | $4,804-64.0% | $4,554-62.1% | $4,156-58.4% |
| Participant deferral / active EE | $5,354 | $8,216-34.8% | $7,897-32.2% | $6,407-16.4% |
| Admin fee / account holder | $4,408 | $14,344-69.3% | $13,129-66.4% | $12,270-64.1% |