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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 | $443,373 | $175,259+153.0% | $149,723+196.1% | $139,487+217.9% |
| Participation rate | 78.9% | 83.4%-4.4pp | 78.8%+0.2pp | 80.3%-1.4pp |
| Annual return | 19.23% | 166.82%-147.6pp | 134.50%-115.3pp | 373.84%-354.6pp |
| Employer contribution / active EE | $6,602 | $5,478+20.5% | $4,821+36.9% | $4,755+38.9% |
| Participant deferral / active EE | $8,734 | $6,522+33.9% | $5,682+53.7% | $6,713+30.1% |
| Admin fee / account holder | $758 | $16,158-95.3% | $13,215-94.3% | $11,407-93.4% |