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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 | $311,353 | $217,427+43.2% | $185,837+67.5% | $167,518+85.9% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 11.47% | 148.39%-136.9pp | 122.08%-110.6pp | 478.71%-467.2pp |
| Employer contribution / active EE | $1,869 | $5,874-68.2% | $5,168-63.8% | $4,838-61.4% |
| Participant deferral / active EE | $3,997 | $6,357-37.1% | $5,568-28.2% | $6,342-37.0% |
| Admin fee / account holder | $9,816 | $19,816-50.5% | $16,241-39.6% | $12,312-20.3% |