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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 | $316,745 | $223,823+41.5% | $211,142+50.0% | $154,746+104.7% |
| Participation rate | 91.7% | 87.9%+3.8pp | 87.3%+4.4pp | 80.7%+11.0pp |
| Annual return | 16.58% | 50.39%-33.8pp | 46.84%-30.3pp | 172.34%-155.8pp |
| Employer contribution / active EE | $2,718 | $6,787-59.9% | $6,442-57.8% | $4,379-37.9% |
| Participant deferral / active EE | $8,573 | $9,750-12.1% | $9,284-7.7% | $6,730+27.4% |
| Admin fee / account holder | $15,095 | $19,707-23.4% | $19,076-20.9% | $14,365+5.1% |