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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 | $327,928 | $165,381+98.3% | $149,730+119.0% | $158,966+106.3% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 19.43% | 348.29%-328.9pp | 276.70%-257.3pp | 302.95%-283.5pp |
| Employer contribution / active EE | $1,336 | $5,104-73.8% | $4,645-71.2% | $4,762-71.9% |
| Participant deferral / active EE | $9,477 | $7,182+31.9% | $6,843+38.5% | $5,983+58.4% |
| Admin fee / account holder | $1,251 | $10,809-88.4% | $9,310-86.6% | $11,250-88.9% |