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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 | $156,398+64.8% | $147,318+75.0% | $138,895+85.6% |
| Participation rate | 95.2% | 83.8%+11.5pp | 82.1%+13.2pp | 79.9%+15.3pp |
| Annual return | 12.46% | 78.75%-66.3pp | 70.43%-58.0pp | 145.39%-132.9pp |
| Employer contribution / active EE | $1,727 | $4,853-64.4% | $4,593-62.4% | $4,194-58.8% |
| Participant deferral / active EE | $5,354 | $8,237-35.0% | $7,906-32.3% | $6,396-16.3% |
| Admin fee / account holder | $4,408 | $14,976-70.6% | $13,708-67.8% | $12,562-64.9% |