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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 | $225,673+25.8% | $203,872+39.2% | $155,188+82.9% |
| Participation rate | 93.8% | 80.3%+13.4pp | 77.8%+15.9pp | 80.8%+12.9pp |
| Annual return | 13.88% | 95.91%-82.0pp | 85.11%-71.2pp | 148.84%-135.0pp |
| Employer contribution / active EE | $4,061 | $4,099-0.9% | $3,757+8.1% | $4,248-4.4% |
| Participant deferral / active EE | $2,325 | $6,893-66.3% | $6,388-63.6% | $6,531-64.4% |
| Admin fee / account holder | $4,120 | $12,327-66.6% | $11,730-64.9% | $14,480-71.5% |