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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 | $510,128 | $159,934+219.0% | $147,005+247.0% | $145,959+249.5% |
| Participation rate | 81.0% | 84.0%-3.0pp | 82.2%-1.2pp | 80.3%+0.7pp |
| Annual return | 23.28% | 98.24%-75.0pp | 418.76%-395.5pp | 561.95%-538.7pp |
| Employer contribution / active EE | $3,148 | $5,287-40.5% | $4,934-36.2% | $4,661-32.4% |
| Participant deferral / active EE | $14,088 | $8,427+67.2% | $8,070+74.6% | $6,689+110.6% |
| Admin fee / account holder | $7,457 | $15,053-50.5% | $13,006-42.7% | $13,398-44.3% |