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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 | $291,846 | $175,231+66.5% | $149,696+95.0% | $139,466+109.3% |
| Participation rate | 90.5% | 83.4%+7.1pp | 78.8%+11.7pp | 80.3%+10.1pp |
| Annual return | 17.80% | 166.77%-149.0pp | 134.46%-116.7pp | 373.66%-355.9pp |
| Employer contribution / active EE | $2,058 | $5,478-62.4% | $4,821-57.3% | $4,754-56.7% |
| Participant deferral / active EE | $4,066 | $6,521-37.6% | $5,682-28.4% | $6,712-39.4% |
| Admin fee / account holder | $8,931 | $16,155-44.7% | $13,212-32.4% | $11,409-21.7% |