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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 | $614,103 | $162,136+278.8% | $152,301+303.2% | $154,746+296.8% |
| Participation rate | 88.2% | 84.1%+4.1pp | 82.4%+5.8pp | 80.7%+7.5pp |
| Annual return | 15.53% | 91.02%-75.5pp | 80.50%-65.0pp | 172.34%-156.8pp |
| Employer contribution / active EE | $4,726 | $4,890-3.4% | $4,624+2.2% | $4,379+7.9% |
| Participant deferral / active EE | $8,800 | $8,341+5.5% | $8,004+9.9% | $6,730+30.8% |
| Admin fee / account holder | $15,430 | $15,759-2.1% | $14,398+7.2% | $14,365+7.4% |