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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 | $318,375 | $223,823+42.2% | $211,142+50.8% | $154,746+105.7% |
| Participation rate | 85.7% | 87.9%-2.1pp | 87.3%-1.6pp | 80.7%+5.0pp |
| Annual return | 12.16% | 50.39%-38.2pp | 46.84%-34.7pp | 172.34%-160.2pp |
| Employer contribution / active EE | $1,654 | $6,787-75.6% | $6,442-74.3% | $4,379-62.2% |
| Participant deferral / active EE | $12,540 | $9,750+28.6% | $9,284+35.1% | $6,730+86.3% |
| Admin fee / account holder | $113,951 | $19,707+478.2% | $19,076+497.4% | $14,365+693.2% |