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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 | $209,336+52.1% | $197,124+61.5% | $137,256+132.0% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 12.16% | 48.09%-35.9pp | 44.34%-32.2pp | 220.34%-208.2pp |
| Employer contribution / active EE | $1,654 | $6,591-74.9% | $6,227-73.4% | $4,156-60.2% |
| Participant deferral / active EE | $12,540 | $9,614+30.4% | $9,135+37.3% | $6,407+95.7% |
| Admin fee / account holder | $113,951 | $17,308+558.4% | $16,298+599.2% | $12,270+828.7% |