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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 | $427,802 | $156,398+173.5% | $147,318+190.4% | $138,895+208.0% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 13.12% | 78.75%-65.6pp | 70.43%-57.3pp | 145.39%-132.3pp |
| Employer contribution / active EE | $46,455 | $4,853+857.2% | $4,593+911.5% | $4,194+1007.6% |
| Participant deferral / active EE | $16,200 | $8,237+96.7% | $7,906+104.9% | $6,396+153.3% |
| Admin fee / account holder | $3,075 | $14,976-79.5% | $13,708-77.6% | $12,562-75.5% |