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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 | $313,014 | $100,970+210.0% | $96,576+224.1% | $137,256+128.1% |
| Participation rate | 89.5% | 82.6%+6.9pp | 81.4%+8.0pp | 80.0%+9.5pp |
| Annual return | 17.60% | 38.16%-20.6pp | 38.47%-20.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $7,261 | $3,809+90.6% | $3,553+104.3% | $4,156+74.7% |
| Participant deferral / active EE | $11,828 | $8,286+42.7% | $7,956+48.7% | $6,407+84.6% |
| Admin fee / account holder | $393 | $11,312-96.5% | $11,381-96.5% | $12,270-96.8% |