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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 | $285,988 | $157,296+81.8% | $141,191+102.6% | $152,897+87.0% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.5%+8.5pp |
| Annual return | 16.12% | 64.34%-48.2pp | 71.41%-55.3pp | 345.43%-329.3pp |
| Employer contribution / active EE | $2,910 | $5,262-44.7% | $4,736-38.5% | $4,764-38.9% |
| Participant deferral / active EE | $8,455 | $7,111+18.9% | $6,710+26.0% | $5,851+44.5% |
| Admin fee / account holder | $9,240 | $12,125-23.8% | $10,264-10.0% | $11,599-20.3% |