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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 | $381,827 | $172,111+121.8% | $150,298+154.0% | $137,256+178.2% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 16.41% | 69.37%-53.0pp | 62.79%-46.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $10,987 | $4,636+137.0% | $4,154+164.5% | $4,156+164.4% |
| Participant deferral / active EE | $8,441 | $6,166+36.9% | $5,453+54.8% | $6,407+31.7% |
| Admin fee / account holder | $7,967 | $16,471-51.6% | $14,116-43.6% | $12,270-35.1% |