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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 | $166,089+51.8% | $164,928+52.8% | $145,978+72.7% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 12.85% | 100.26%-87.4pp | 70.08%-57.2pp | 550.52%-537.7pp |
| Employer contribution / active EE | $5,542 | $5,276+5.0% | $4,343+27.6% | $4,662+18.9% |
| Participant deferral / active EE | $11,054 | $6,961+58.8% | $6,034+83.2% | $6,690+65.2% |
| Admin fee / account holder | $4,883 | $16,641-70.7% | $12,684-61.5% | $13,400-63.6% |