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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 | $285,197 | $148,582+91.9% | $135,942+109.8% | $139,456+104.5% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 18.76% | 79.26%-60.5pp | 68.28%-49.5pp | 373.45%-354.7pp |
| Employer contribution / active EE | $1,151 | $5,245-78.1% | $4,858-76.3% | $4,753-75.8% |
| Participant deferral / active EE | $6,580 | $8,101-18.8% | $7,759-15.2% | $6,711-2.0% |
| Admin fee / account holder | $1,560 | $12,402-87.4% | $10,764-85.5% | $11,407-86.3% |