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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 | $326,930 | $154,228+112.0% | $145,433+124.8% | $137,256+138.2% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 18.45% | 74.59%-56.1pp | 66.58%-48.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $4,481 | $4,804-6.7% | $4,554-1.6% | $4,156+7.8% |
| Participant deferral / active EE | $7,582 | $8,216-7.7% | $7,897-4.0% | $6,407+18.3% |
| Admin fee / account holder | $24,991 | $14,344+74.2% | $13,129+90.3% | $12,270+103.7% |