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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 | $441,170 | $172,111+156.3% | $150,298+193.5% | $137,256+221.4% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 18.46% | 69.37%-50.9pp | 62.79%-44.3pp | 220.34%-201.9pp |
| Employer contribution / active EE | $2,059 | $4,636-55.6% | $4,154-50.4% | $4,156-50.5% |
| Participant deferral / active EE | $13,369 | $6,166+116.8% | $5,453+145.2% | $6,407+108.7% |
| Admin fee / account holder | $801 | $16,471-95.1% | $14,116-94.3% | $12,270-93.5% |