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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 | $825,144 | $156,398+427.6% | $147,318+460.1% | $138,895+494.1% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 12.31% | 78.75%-66.4pp | 70.43%-58.1pp | 145.39%-133.1pp |
| Employer contribution / active EE | $1,050 | $4,853-78.4% | $4,593-77.1% | $4,194-75.0% |
| Participant deferral / active EE | $13,462 | $8,237+63.4% | $7,906+70.3% | $6,396+110.5% |
| Admin fee / account holder | $22,919 | $14,976+53.0% | $13,708+67.2% | $12,562+82.4% |