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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 | $351,755 | $178,174+97.4% | $156,181+125.2% | $137,256+156.3% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | 15.89% | 84.19%-68.3pp | 64.87%-49.0pp | 220.34%-204.5pp |
| Employer contribution / active EE | $5,998 | $4,972+20.6% | $4,294+39.7% | $4,156+44.3% |
| Participant deferral / active EE | $12,594 | $6,888+82.9% | $6,132+105.4% | $6,407+96.6% |
| Admin fee / account holder | $4,397 | $17,404-74.7% | $14,586-69.9% | $12,270-64.2% |