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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 | $469,634 | $227,291+106.6% | $214,702+118.7% | $155,188+202.6% |
| Participation rate | 90.9% | 88.0%+2.9pp | 87.5%+3.4pp | 80.8%+10.1pp |
| Annual return | 16.78% | 60.08%-43.3pp | 54.55%-37.8pp | 148.84%-132.1pp |
| Employer contribution / active EE | $5,501 | $6,772-18.8% | $6,461-14.9% | $4,248+29.5% |
| Participant deferral / active EE | $15,041 | $9,582+57.0% | $9,147+64.4% | $6,531+130.3% |
| Admin fee / account holder | $7,639 | $20,413-62.6% | $19,830-61.5% | $14,480-47.2% |