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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 | $300,481 | $175,259+71.4% | $149,723+100.7% | $139,487+115.4% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 15.67% | 166.82%-151.2pp | 134.50%-118.8pp | 373.84%-358.2pp |
| Employer contribution / active EE | $2,469 | $5,478-54.9% | $4,821-48.8% | $4,755-48.1% |
| Participant deferral / active EE | $7,316 | $6,522+12.2% | $5,682+28.7% | $6,713+9.0% |
| Admin fee / account holder | $10,926 | $16,158-32.4% | $13,215-17.3% | $11,407-4.2% |