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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 | $393,891 | $209,405+88.1% | $178,486+120.7% | $158,931+147.8% |
| Participation rate | 70.0% | 86.4%-16.4pp | 81.9%-11.9pp | 82.0%-12.0pp |
| Annual return | 14.28% | 188.77%-174.5pp | 151.08%-136.8pp | 302.86%-288.6pp |
| Employer contribution / active EE | $1,456 | $5,707-74.5% | $5,011-70.9% | $4,761-69.4% |
| Participant deferral / active EE | $4,393 | $5,954-26.2% | $5,202-15.5% | $5,982-26.6% |
| Admin fee / account holder | $2,143 | $17,076-87.5% | $13,985-84.7% | $11,247-80.9% |