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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 | $162,136+126.2% | $152,301+140.8% | $154,746+137.0% |
| Participation rate | 94.1% | 84.1%+10.0pp | 82.4%+11.7pp | 80.7%+13.4pp |
| Annual return | 16.08% | 91.02%-74.9pp | 80.50%-64.4pp | 172.34%-156.3pp |
| Employer contribution / active EE | $13,241 | $4,890+170.8% | $4,624+186.3% | $4,379+202.4% |
| Participant deferral / active EE | $18,919 | $8,341+126.8% | $8,004+136.4% | $6,730+181.1% |
| Admin fee / account holder | $5,991 | $15,759-62.0% | $14,398-58.4% | $14,365-58.3% |