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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 | $252,066 | $166,131+51.7% | $164,975+52.8% | $145,877+72.8% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 12.85% | 100.37%-87.5pp | 70.12%-57.3pp | 551.28%-538.4pp |
| Employer contribution / active EE | $5,542 | $5,276+5.1% | $4,343+27.6% | $4,663+18.9% |
| Participant deferral / active EE | $11,054 | $6,962+58.8% | $6,033+83.2% | $6,691+65.2% |
| Admin fee / account holder | $4,883 | $16,648-70.7% | $12,688-61.5% | $13,402-63.6% |