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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 | $212,386+121.1% | $199,883+135.0% | $138,895+238.1% |
| Participation rate | 90.9% | 87.4%+3.5pp | 86.8%+4.1pp | 79.9%+11.0pp |
| Annual return | 16.78% | 47.75%-31.0pp | 43.81%-27.0pp | 145.39%-128.6pp |
| Employer contribution / active EE | $5,501 | $6,625-17.0% | $6,261-12.1% | $4,194+31.2% |
| Participant deferral / active EE | $15,041 | $9,617+56.4% | $9,138+64.6% | $6,396+135.2% |
| Admin fee / account holder | $7,639 | $18,233-58.1% | $17,268-55.8% | $12,562-39.2% |