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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 | $327,276 | $162,136+101.9% | $152,301+114.9% | $154,746+111.5% |
| Participation rate | 91.7% | 84.1%+7.6pp | 82.4%+9.2pp | 80.7%+11.0pp |
| Annual return | 11.65% | 91.02%-79.4pp | 80.50%-68.9pp | 172.34%-160.7pp |
| Employer contribution / active EE | $1,975 | $4,890-59.6% | $4,624-57.3% | $4,379-54.9% |
| Participant deferral / active EE | $6,958 | $8,341-16.6% | $8,004-13.1% | $6,730+3.4% |
| Admin fee / account holder | $4,111 | $15,759-73.9% | $14,398-71.4% | $14,365-71.4% |