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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 | $566,276 | $154,228+267.2% | $145,433+289.4% | $137,256+312.6% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 17.46% | 74.59%-57.1pp | 66.58%-49.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $29,945 | $4,804+523.3% | $4,554+557.5% | $4,156+620.5% |
| Participant deferral / active EE | $9,373 | $8,216+14.1% | $7,897+18.7% | $6,407+46.3% |
| Admin fee / account holder | $2,311 | $14,344-83.9% | $13,129-82.4% | $12,270-81.2% |