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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 | $467,110 | $209,336+123.1% | $197,124+137.0% | $137,256+240.3% |
| Participation rate | 72.7% | 87.3%-14.6pp | 86.7%-14.0pp | 80.0%-7.2pp |
| Annual return | 19.66% | 48.09%-28.4pp | 44.34%-24.7pp | 220.34%-200.7pp |
| Employer contribution / active EE | $5,161 | $6,591-21.7% | $6,227-17.1% | $4,156+24.2% |
| Participant deferral / active EE | $10,367 | $9,614+7.8% | $9,135+13.5% | $6,407+61.8% |
| Admin fee / account holder | $2,309 | $17,308-86.7% | $16,298-85.8% | $12,270-81.2% |