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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 | $208,088+36.4% | $186,193+52.5% | $154,746+83.4% |
| Participation rate | 93.8% | 80.0%+13.8pp | 77.1%+16.6pp | 80.7%+13.0pp |
| Annual return | 13.88% | 89.97%-76.1pp | 78.03%-64.1pp | 172.34%-158.5pp |
| Employer contribution / active EE | $4,061 | $4,340-6.4% | $3,918+3.7% | $4,379-7.3% |
| Participant deferral / active EE | $2,325 | $7,078-67.2% | $6,513-64.3% | $6,730-65.5% |
| Admin fee / account holder | $4,120 | $11,698-64.8% | $11,058-62.7% | $14,365-71.3% |