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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 | $324,905 | $156,398+107.7% | $147,318+120.5% | $138,895+133.9% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 16.19% | 78.75%-62.6pp | 70.43%-54.2pp | 145.39%-129.2pp |
| Employer contribution / active EE | $14,314 | $4,853+194.9% | $4,593+211.7% | $4,194+241.3% |
| Participant deferral / active EE | $8,883 | $8,237+7.8% | $7,906+12.4% | $6,396+38.9% |
| Admin fee / account holder | $264,384 | $14,976+1665.4% | $13,708+1828.7% | $12,562+2004.6% |