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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 | $432,988 | $154,228+180.7% | $145,433+197.7% | $137,256+215.5% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 13.78% | 74.59%-60.8pp | 66.58%-52.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $4,353 | $4,804-9.4% | $4,554-4.4% | $4,156+4.7% |
| Participant deferral / active EE | $16,673 | $8,216+102.9% | $7,897+111.1% | $6,407+160.2% |
| Admin fee / account holder | $4,376 | $14,344-69.5% | $13,129-66.7% | $12,270-64.3% |