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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 | $674,169 | $155,555+333.4% | $146,866+359.0% | $155,188+334.4% |
| Participation rate | 84.6% | 84.0%+0.7pp | 82.5%+2.1pp | 80.8%+3.8pp |
| Annual return | 19.30% | 115.41%-96.1pp | 102.85%-83.6pp | 148.84%-129.5pp |
| Employer contribution / active EE | $2,859 | $4,647-38.5% | $4,425-35.4% | $4,248-32.7% |
| Participant deferral / active EE | $6,920 | $8,044-14.0% | $7,759-10.8% | $6,531+6.0% |
| Admin fee / account holder | $22,358 | $14,755+51.5% | $13,620+64.2% | $14,480+54.4% |