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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 | $495,687 | $181,062+173.8% | $158,223+213.3% | $155,188+219.4% |
| Participation rate | 83.3% | 82.7%+0.7pp | 79.2%+4.1pp | 80.8%+2.5pp |
| Annual return | 15.25% | 57.39%-42.1pp | 52.09%-36.8pp | 148.84%-133.6pp |
| Employer contribution / active EE | $18,758 | $4,565+310.9% | $4,109+356.5% | $4,248+341.6% |
| Participant deferral / active EE | $12,194 | $6,134+98.8% | $5,467+123.1% | $6,531+86.7% |
| Admin fee / account holder | $1,406 | $18,825-92.5% | $16,047-91.2% | $14,480-90.3% |