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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 | $185,312+138.1% | $161,489+173.2% | $154,746+185.1% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 18.46% | 103.84%-85.4pp | 89.72%-71.3pp | 172.34%-153.9pp |
| Employer contribution / active EE | $2,059 | $4,769-56.8% | $4,268-51.8% | $4,379-53.0% |
| Participant deferral / active EE | $13,369 | $6,350+110.6% | $5,630+137.5% | $6,730+98.6% |
| Admin fee / account holder | $801 | $18,654-95.7% | $16,006-95.0% | $14,365-94.4% |