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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 | $337,393 | $165,399+104.0% | $149,745+125.3% | $158,982+112.2% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 11.09% | 348.34%-337.2pp | 276.72%-265.6pp | 302.99%-291.9pp |
| Employer contribution / active EE | $8,182 | $5,105+60.3% | $4,646+76.1% | $4,763+71.8% |
| Participant deferral / active EE | $10,974 | $7,183+52.8% | $6,843+60.4% | $5,983+83.4% |
| Admin fee / account holder | $382 | $10,811-96.5% | $9,312-95.9% | $11,252-96.6% |