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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 | $298,964 | $209,428+42.8% | $178,498+67.5% | $158,950+88.1% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 10.65% | 188.78%-178.1pp | 151.09%-140.4pp | 302.91%-292.3pp |
| Employer contribution / active EE | $3,309 | $5,707-42.0% | $5,011-34.0% | $4,762-30.5% |
| Participant deferral / active EE | $7,265 | $5,955+22.0% | $5,202+39.7% | $5,983+21.4% |
| Admin fee / account holder | $22,308 | $17,077+30.6% | $13,985+59.5% | $11,248+98.3% |