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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 | $437,779 | $154,228+183.9% | $145,433+201.0% | $137,256+219.0% |
| Participation rate | 72.7% | 83.8%-11.1pp | 82.1%-9.4pp | 80.0%-7.2pp |
| Annual return | 13.48% | 74.59%-61.1pp | 66.58%-53.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $3,610 | $4,804-24.8% | $4,554-20.7% | $4,156-13.1% |
| Participant deferral / active EE | $11,783 | $8,216+43.4% | $7,897+49.2% | $6,407+83.9% |
| Admin fee / account holder | $33,678 | $14,344+134.8% | $13,129+156.5% | $12,270+174.5% |