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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 | $174,379+119.0% | $152,093+151.0% | $138,895+174.9% |
| Participation rate | 91.7% | 81.6%+10.0pp | 77.8%+13.9pp | 79.9%+11.7pp |
| Annual return | 16.41% | 74.86%-58.4pp | 66.36%-49.9pp | 145.39%-129.0pp |
| Employer contribution / active EE | $10,987 | $4,652+136.2% | $4,175+163.2% | $4,194+162.0% |
| Participant deferral / active EE | $8,441 | $6,159+37.0% | $5,451+54.8% | $6,396+32.0% |
| Admin fee / account holder | $7,967 | $16,880-52.8% | $14,497-45.0% | $12,562-36.6% |