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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 | $283,853 | $289,211-1.9% | $260,467+9.0% | $198,609+42.9% |
| Participation rate | 93.8% | 83.1%+10.6pp | 80.5%+13.3pp | 82.4%+11.4pp |
| Annual return | 13.88% | 112.90%-99.0pp | 100.60%-86.7pp | 202.70%-188.8pp |
| Employer contribution / active EE | $4,061 | $4,663-12.9% | $4,239-4.2% | $5,055-19.7% |
| Participant deferral / active EE | $2,325 | $6,812-65.9% | $6,319-63.2% | $6,977-66.7% |
| Admin fee / account holder | $4,120 | $16,236-74.6% | $15,461-73.3% | $19,030-78.3% |