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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 | $288,589 | $157,304+83.5% | $141,197+104.4% | $152,909+88.7% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 25.91% | 64.34%-38.4pp | 71.41%-45.5pp | 345.46%-319.6pp |
| Employer contribution / active EE | $3,642 | $5,263-30.8% | $4,736-23.1% | $4,764-23.6% |
| Participant deferral / active EE | $4,599 | $7,111-35.3% | $6,710-31.5% | $5,851-21.4% |
| Admin fee / account holder | $8,018 | $12,126-33.9% | $10,265-21.9% | $11,601-30.9% |