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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 | $371,996 | $209,422+77.6% | $178,503+108.4% | $158,982+134.0% |
| Participation rate | 82.4% | 86.4%-4.0pp | 81.9%+0.4pp | 82.0%+0.4pp |
| Annual return | 12.49% | 188.81%-176.3pp | 151.12%-138.6pp | 302.99%-290.5pp |
| Employer contribution / active EE | $2,396 | $5,707-58.0% | $5,011-52.2% | $4,763-49.7% |
| Participant deferral / active EE | $6,971 | $5,955+17.1% | $5,202+34.0% | $5,983+16.5% |
| Admin fee / account holder | $12,353 | $17,079-27.7% | $13,987-11.7% | $11,252+9.8% |