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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 | $291,304 | $183,539+58.7% | $155,556+87.3% | $145,897+99.7% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 12.57% | 61.31%-48.7pp | 64.84%-52.3pp | 552.29%-539.7pp |
| Employer contribution / active EE | $3,363 | $5,315-36.7% | $4,675-28.1% | $4,663-27.9% |
| Participant deferral / active EE | $10,738 | $6,467+66.0% | $5,631+90.7% | $6,689+60.5% |
| Admin fee / account holder | $4,507 | $19,275-76.6% | $15,885-71.6% | $13,390-66.3% |