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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 | $308,382 | $176,105+75.1% | $159,474+93.4% | $167,536+84.1% |
| Participation rate | 93.8% | 85.0%+8.8pp | 82.8%+10.9pp | 82.1%+11.6pp |
| Annual return | 13.80% | 331.91%-318.1pp | 263.68%-249.9pp | 478.82%-465.0pp |
| Employer contribution / active EE | $3,162 | $5,299-40.3% | $4,831-34.5% | $4,839-34.7% |
| Participant deferral / active EE | $8,212 | $7,751+5.9% | $7,353+11.7% | $6,342+29.5% |
| Admin fee / account holder | $7,524 | $12,559-40.1% | $10,802-30.3% | $12,315-38.9% |