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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 | $162,136+116.3% | $152,301+130.2% | $154,746+126.6% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 11.62% | 91.02%-79.4pp | 80.50%-68.9pp | 172.34%-160.7pp |
| Employer contribution / active EE | $12,307 | $4,890+151.7% | $4,624+166.1% | $4,379+181.0% |
| Participant deferral / active EE | $7,489 | $8,341-10.2% | $8,004-6.4% | $6,730+11.3% |
| Admin fee / account holder | $5,548 | $15,759-64.8% | $14,398-61.5% | $14,365-61.4% |