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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 | $364,111 | $172,111+111.6% | $150,298+142.3% | $137,256+165.3% |
| Participation rate | 95.5% | 81.7%+13.7pp | 77.8%+17.7pp | 80.0%+15.5pp |
| Annual return | 18.37% | 69.37%-51.0pp | 62.79%-44.4pp | 220.34%-202.0pp |
| Employer contribution / active EE | $7,947 | $4,636+71.4% | $4,154+91.3% | $4,156+91.2% |
| Participant deferral / active EE | $5,122 | $6,166-16.9% | $5,453-6.1% | $6,407-20.1% |
| Admin fee / account holder | $720 | $16,471-95.6% | $14,116-94.9% | $12,270-94.1% |