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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 | $360,076 | $154,228+133.5% | $145,433+147.6% | $137,256+162.3% |
| Participation rate | 95.2% | 83.8%+11.4pp | 82.1%+13.1pp | 80.0%+15.3pp |
| Annual return | 15.81% | 74.59%-58.8pp | 66.58%-50.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $6,977 | $4,804+45.2% | $4,554+53.2% | $4,156+67.9% |
| Participant deferral / active EE | $14,381 | $8,216+75.0% | $7,897+82.1% | $6,407+124.5% |
| Admin fee / account holder | $2,251 | $14,344-84.3% | $13,129-82.9% | $12,270-81.7% |