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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 | $311,200 | $211,239+47.3% | $178,528+74.3% | $145,877+113.3% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 24.67% | 30.22%-5.5pp | 27.11%-2.4pp | 551.28%-526.6pp |
| Employer contribution / active EE | $3,156 | $4,570-30.9% | $3,950-20.1% | $4,663-32.3% |
| Participant deferral / active EE | $7,186 | $6,963+3.2% | $6,278+14.5% | $6,691+7.4% |
| Admin fee / account holder | $1,150 | $12,095-90.5% | $10,419-89.0% | $13,402-91.4% |