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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 | $251,565 | $176,105+42.8% | $159,474+57.7% | $167,536+50.2% |
| Participation rate | 77.8% | 85.0%-7.2pp | 82.8%-5.1pp | 82.1%-4.3pp |
| Annual return | 12.29% | 331.91%-319.6pp | 263.68%-251.4pp | 478.82%-466.5pp |
| Employer contribution / active EE | $1,444 | $5,299-72.7% | $4,831-70.1% | $4,839-70.2% |
| Participant deferral / active EE | $4,114 | $7,751-46.9% | $7,353-44.0% | $6,342-35.1% |
| Admin fee / account holder | $3,566 | $12,559-71.6% | $10,802-67.0% | $12,315-71.0% |