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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 | $444,512 | $106,247+318.4% | $96,515+360.6% | $139,466+218.7% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.6pp |
| Annual return | 25.65% | 38.47%-12.8pp | 35.73%-10.1pp | 373.66%-348.0pp |
| Employer contribution / active EE | $7,042 | $4,106+71.5% | $3,740+88.3% | $4,754+48.1% |
| Participant deferral / active EE | $7,019 | $5,456+28.7% | $4,880+43.9% | $6,712+4.6% |
| Admin fee / account holder | $312 | $7,885-96.0% | $6,735-95.4% | $11,409-97.3% |