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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 | $311,200 | $210,698+47.7% | $178,014+74.8% | $145,959+113.2% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 24.67% | 386.27%-361.6pp | 294.80%-270.1pp | 561.95%-537.3pp |
| Employer contribution / active EE | $3,156 | $4,567-30.9% | $3,950-20.1% | $4,661-32.3% |
| Participant deferral / active EE | $7,186 | $6,958+3.3% | $6,276+14.5% | $6,689+7.4% |
| Admin fee / account holder | $1,150 | $12,016-90.4% | $10,362-88.9% | $13,398-91.4% |