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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 | $502,527 | $154,228+225.8% | $145,433+245.5% | $137,256+266.1% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 15.71% | 74.59%-58.9pp | 66.58%-50.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $3,278 | $4,804-31.8% | $4,554-28.0% | $4,156-21.1% |
| Participant deferral / active EE | $8,708 | $8,216+6.0% | $7,897+10.3% | $6,407+35.9% |
| Admin fee / account holder | $2,441 | $14,344-83.0% | $13,129-81.4% | $12,270-80.1% |