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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 | $332,547 | $162,136+105.1% | $152,301+118.3% | $154,746+114.9% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 14.04% | 91.02%-77.0pp | 80.50%-66.5pp | 172.34%-158.3pp |
| Employer contribution / active EE | $2,407 | $4,890-50.8% | $4,624-47.9% | $4,379-45.0% |
| Participant deferral / active EE | $23,071 | $8,341+176.6% | $8,004+188.3% | $6,730+242.8% |
| Admin fee / account holder | $80,337 | $15,759+409.8% | $14,398+458.0% | $14,365+459.2% |