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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 | $316,168 | $154,228+105.0% | $145,433+117.4% | $137,256+130.3% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 50.51% | 74.59%-24.1pp | 66.58%-16.1pp | 220.34%-169.8pp |
| Employer contribution / active EE | $3,629 | $4,804-24.5% | $4,554-20.3% | $4,156-12.7% |
| Participant deferral / active EE | $17,211 | $8,216+109.5% | $7,897+117.9% | $6,407+168.6% |
| Admin fee / account holder | $3,431 | $14,344-76.1% | $13,129-73.9% | $12,270-72.0% |