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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 | $180,749+57.0% | $160,784+76.5% | $137,256+106.8% |
| Participation rate | 93.8% | 80.0%+13.8pp | 77.0%+16.8pp | 80.0%+13.8pp |
| Annual return | 13.88% | 2234.46%-2220.6pp | 1803.92%-1790.0pp | 220.34%-206.5pp |
| Employer contribution / active EE | $4,061 | $4,155-2.3% | $3,733+8.8% | $4,156-2.3% |
| Participant deferral / active EE | $2,325 | $6,844-66.0% | $6,293-63.1% | $6,407-63.7% |
| Admin fee / account holder | $4,120 | $10,397-60.4% | $9,717-57.6% | $12,270-66.4% |