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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 | $338,072 | $174,379+93.9% | $152,093+122.3% | $138,895+143.4% |
| Participation rate | 95.5% | 81.6%+13.8pp | 77.8%+17.7pp | 79.9%+15.5pp |
| Annual return | 14.69% | 74.86%-60.2pp | 66.36%-51.7pp | 145.39%-130.7pp |
| Employer contribution / active EE | $2,192 | $4,652-52.9% | $4,175-47.5% | $4,194-47.7% |
| Participant deferral / active EE | $4,292 | $6,159-30.3% | $5,451-21.3% | $6,396-32.9% |
| Admin fee / account holder | $11,017 | $16,880-34.7% | $14,497-24.0% | $12,562-12.3% |