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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 | $260,786 | $183,539+42.1% | $155,556+67.6% | $145,897+78.7% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 17.32% | 61.31%-44.0pp | 64.84%-47.5pp | 552.29%-535.0pp |
| Employer contribution / active EE | $1,056 | $5,315-80.1% | $4,675-77.4% | $4,663-77.4% |
| Participant deferral / active EE | $4,941 | $6,467-23.6% | $5,631-12.3% | $6,689-26.1% |
| Admin fee / account holder | $3,899 | $19,275-79.8% | $15,885-75.5% | $13,390-70.9% |