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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 | $372,562 | $196,972+89.1% | $182,262+104.4% | $198,609+87.6% |
| Participation rate | 90.0% | 85.7%+4.3pp | 84.2%+5.8pp | 82.4%+7.6pp |
| Annual return | 9.64% | 158.27%-148.6pp | 140.60%-131.0pp | 202.70%-193.1pp |
| Employer contribution / active EE | $8,792 | $5,364+63.9% | $5,046+74.2% | $5,055+73.9% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $7,839 | $18,429-57.5% | $16,712-53.1% | $19,030-58.8% |