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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 | $292,969 | $154,228+90.0% | $145,433+101.4% | $137,256+113.4% |
| Participation rate | 86.7% | 83.8%+2.9pp | 82.1%+4.5pp | 80.0%+6.7pp |
| Annual return | 12.82% | 74.59%-61.8pp | 66.58%-53.8pp | 220.34%-207.5pp |
| Employer contribution / active EE | $4,317 | $4,804-10.1% | $4,554-5.2% | $4,156+3.9% |
| Participant deferral / active EE | $11,184 | $8,216+36.1% | $7,897+41.6% | $6,407+74.6% |
| Admin fee / account holder | $5,251 | $14,344-63.4% | $13,129-60.0% | $12,270-57.2% |