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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 | $326,090 | $172,111+89.5% | $150,298+117.0% | $137,256+137.6% |
| Participation rate | 81.8% | 81.7%+0.1pp | 77.8%+4.1pp | 80.0%+1.9pp |
| Annual return | 15.13% | 69.37%-54.2pp | 62.79%-47.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $3,480 | $4,636-24.9% | $4,154-16.2% | $4,156-16.3% |
| Participant deferral / active EE | $4,466 | $6,166-27.6% | $5,453-18.1% | $6,407-30.3% |
| Admin fee / account holder | $1,083 | $16,471-93.4% | $14,116-92.3% | $12,270-91.2% |