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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 | $366,732 | $156,398+134.5% | $147,318+148.9% | $138,895+164.0% |
| Participation rate | 94.1% | 83.8%+10.4pp | 82.1%+12.1pp | 79.9%+14.2pp |
| Annual return | 16.08% | 78.75%-62.7pp | 70.43%-54.4pp | 145.39%-129.3pp |
| Employer contribution / active EE | $13,241 | $4,853+172.8% | $4,593+188.3% | $4,194+215.7% |
| Participant deferral / active EE | $18,919 | $8,237+129.7% | $7,906+139.3% | $6,396+195.8% |
| Admin fee / account holder | $5,991 | $14,976-60.0% | $13,708-56.3% | $12,562-52.3% |