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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 | $313,507 | $183,592+70.8% | $155,574+101.5% | $145,877+114.9% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 15.94% | 61.37%-45.4pp | 64.87%-48.9pp | 551.28%-535.3pp |
| Employer contribution / active EE | $4,917 | $5,317-7.5% | $4,676+5.1% | $4,663+5.4% |
| Participant deferral / active EE | $6,466 | $6,4660% | $5,629+14.9% | $6,691-3.4% |
| Admin fee / account holder | $597 | $19,316-96.9% | $15,914-96.3% | $13,402-95.5% |