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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 | $388,550 | $72,071+439.1% | $68,368+468.3% | $137,256+183.1% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.8%+18.6pp | 80.0%+12.3pp |
| Annual return | 17.12% | 353.14%-336.0pp | 292.57%-275.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $3,850 | $2,788+38.1% | $2,649+45.3% | $4,156-7.4% |
| Participant deferral / active EE | $9,789 | $4,410+122.0% | $4,123+137.4% | $6,407+52.8% |
| Admin fee / account holder | $2,037 | $5,336-61.8% | $5,150-60.4% | $12,270-83.4% |