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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 | $352,013 | $125,797+179.8% | $170,057+107.0% | $75,177+368.2% |
| Participation rate | 91.2% | 83.6%+7.6pp | 87.0%+4.2pp | 67.2%+24.0pp |
| Annual return | 18.21% | 27.20%-9.0pp | 53.42%-35.2pp | 160.75%-142.5pp |
| Employer contribution / active EE | $12,458 | $4,616+169.9% | $6,790+83.5% | $2,671+366.4% |
| Participant deferral / active EE | $13,362 | $6,838+95.4% | $10,411+28.4% | $4,126+223.8% |
| Admin fee / account holder | $1,181 | $8,177-85.6% | $12,826-90.8% | $5,651-79.1% |