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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 | $353,375 | $239,571+47.5% | $183,328+92.8% | $137,256+157.5% |
| Participation rate | 87.5% | 82.4%+5.1pp | 77.3%+10.2pp | 80.0%+7.5pp |
| Annual return | 14.80% | 35.69%-20.9pp | 29.67%-14.9pp | 220.34%-205.5pp |
| Employer contribution / active EE | $8,202 | $6,148+33.4% | $5,055+62.2% | $4,156+97.3% |
| Participant deferral / active EE | $13,220 | $7,995+65.3% | $6,795+94.5% | $6,407+106.3% |
| Admin fee / account holder | $5,611 | $30,059-81.3% | $21,427-73.8% | $12,270-54.3% |