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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 | $289,374 | $156,398+85.0% | $147,318+96.4% | $138,895+108.3% |
| Participation rate | 95.8% | 83.8%+12.1pp | 82.1%+13.8pp | 79.9%+15.9pp |
| Annual return | 16.49% | 78.75%-62.3pp | 70.43%-53.9pp | 145.39%-128.9pp |
| Employer contribution / active EE | $3,684 | $4,853-24.1% | $4,593-19.8% | $4,194-12.2% |
| Participant deferral / active EE | $10,624 | $8,237+29.0% | $7,906+34.4% | $6,396+66.1% |
| Admin fee / account holder | $2,433 | $14,976-83.8% | $13,708-82.3% | $12,562-80.6% |