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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 | $338,687 | $181,062+87.1% | $158,223+114.1% | $155,188+118.2% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | 11.55% | 57.39%-45.8pp | 52.09%-40.5pp | 148.84%-137.3pp |
| Employer contribution / active EE | $8,241 | $4,565+80.5% | $4,109+100.6% | $4,248+94.0% |
| Participant deferral / active EE | $9,374 | $6,134+52.8% | $5,467+71.5% | $6,531+43.5% |
| Admin fee / account holder | $649 | $18,825-96.6% | $16,047-96.0% | $14,480-95.5% |