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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 | $350,631 | $155,555+125.4% | $146,866+138.7% | $155,188+125.9% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.5%+7.5pp | 80.8%+9.2pp |
| Annual return | 11.62% | 115.41%-103.8pp | 102.85%-91.2pp | 148.84%-137.2pp |
| Employer contribution / active EE | $12,307 | $4,647+164.8% | $4,425+178.1% | $4,248+189.7% |
| Participant deferral / active EE | $7,489 | $8,044-6.9% | $7,759-3.5% | $6,531+14.7% |
| Admin fee / account holder | $5,548 | $14,755-62.4% | $13,620-59.3% | $14,480-61.7% |