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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 | $375,252 | $183,592+104.4% | $155,574+141.2% | $145,877+157.2% |
| Participation rate | 78.9% | 82.7%-3.8pp | 78.2%+0.7pp | 80.3%-1.4pp |
| Annual return | 11.11% | 61.37%-50.3pp | 64.87%-53.8pp | 551.28%-540.2pp |
| Employer contribution / active EE | $3,103 | $5,317-41.6% | $4,676-33.6% | $4,663-33.5% |
| Participant deferral / active EE | $5,779 | $6,466-10.6% | $5,629+2.7% | $6,691-13.6% |
| Admin fee / account holder | $33,536 | $19,316+73.6% | $15,914+110.7% | $13,402+150.2% |