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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 | $183,592+42.0% | $155,574+67.6% | $145,877+78.8% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 17.32% | 61.37%-44.1pp | 64.87%-47.6pp | 551.28%-534.0pp |
| Employer contribution / active EE | $1,056 | $5,317-80.1% | $4,676-77.4% | $4,663-77.4% |
| Participant deferral / active EE | $4,941 | $6,466-23.6% | $5,629-12.2% | $6,691-26.2% |
| Admin fee / account holder | $3,899 | $19,316-79.8% | $15,914-75.5% | $13,402-70.9% |