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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 | $359,250 | $154,228+132.9% | $145,433+147.0% | $137,256+161.7% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.7pp | 80.0%+12.9pp |
| Annual return | 14.59% | 74.59%-60.0pp | 66.58%-52.0pp | 220.34%-205.7pp |
| Employer contribution / active EE | $12,985 | $4,804+170.3% | $4,554+185.1% | $4,156+212.4% |
| Participant deferral / active EE | $10,977 | $8,216+33.6% | $7,897+39.0% | $6,407+71.3% |
| Admin fee / account holder | $1,899 | $14,344-86.8% | $13,129-85.5% | $12,270-84.5% |