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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 | $251,436 | $183,627+36.9% | $155,602+61.6% | $145,978+72.2% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 12.31% | 61.32%-49.0pp | 64.81%-52.5pp | 550.52%-538.2pp |
| Employer contribution / active EE | $1,127 | $5,316-78.8% | $4,675-75.9% | $4,662-75.8% |
| Participant deferral / active EE | $4,203 | $6,466-35.0% | $5,629-25.3% | $6,690-37.2% |
| Admin fee / account holder | $2,888 | $19,327-85.1% | $15,923-81.9% | $13,400-78.5% |