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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 | $295,966 | $162,136+82.5% | $152,301+94.3% | $154,746+91.3% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 19.77% | 91.02%-71.3pp | 80.50%-60.7pp | 172.34%-152.6pp |
| Employer contribution / active EE | $3,005 | $4,890-38.5% | $4,624-35.0% | $4,379-31.4% |
| Participant deferral / active EE | $9,053 | $8,341+8.5% | $8,004+13.1% | $6,730+34.5% |
| Admin fee / account holder | $1,716 | $15,759-89.1% | $14,398-88.1% | $14,365-88.1% |