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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 | $361,154 | $93,617+285.8% | $135,982+165.6% | $75,177+380.4% |
| Participation rate | 82.8% | 75.2%+7.6pp | 81.9%+0.8pp | 67.2%+15.6pp |
| Annual return | 19.96% | 30.89%-10.9pp | 68.32%-48.4pp | 160.75%-140.8pp |
| Employer contribution / active EE | $2,488 | $3,538-29.7% | $4,859-48.8% | $2,671-6.9% |
| Participant deferral / active EE | $8,848 | $6,406+38.1% | $7,760+14.0% | $4,126+114.4% |
| Admin fee / account holder | $9,174 | $6,980+31.4% | $10,767-14.8% | $5,651+62.3% |