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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 | $279,190 | $126,661+120.4% | $113,397+146.2% | $138,895+101.0% |
| Participation rate | 76.9% | 79.4%-2.5pp | 76.5%+0.4pp | 79.9%-3.0pp |
| Annual return | 25.38% | 25.05%+0.3pp | 23.20%+2.2pp | 145.39%-120.0pp |
| Employer contribution / active EE | $16,866 | $3,456+388.0% | $2,977+466.5% | $4,194+302.1% |
| Participant deferral / active EE | $12,164 | $5,693+113.7% | $5,076+139.6% | $6,396+90.2% |
| Admin fee / account holder | $472 | $14,549-96.8% | $11,957-96.1% | $12,562-96.2% |