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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 | $516,300 | $223,823+130.7% | $211,142+144.5% | $154,746+233.6% |
| Participation rate | 87.5% | 87.9%-0.4pp | 87.3%+0.2pp | 80.7%+6.8pp |
| Annual return | 21.19% | 50.39%-29.2pp | 46.84%-25.7pp | 172.34%-151.2pp |
| Employer contribution / active EE | $21,111 | $6,787+211.1% | $6,442+227.7% | $4,379+382.1% |
| Participant deferral / active EE | $11,297 | $9,750+15.9% | $9,284+21.7% | $6,730+67.8% |
| Admin fee / account holder | $167,518 | $19,707+750.0% | $19,076+778.2% | $14,365+1066.1% |