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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 | $332,790 | $157,296+111.6% | $141,191+135.7% | $152,897+117.7% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.5%+10.4pp |
| Annual return | 19.67% | 64.34%-44.7pp | 71.41%-51.7pp | 345.43%-325.8pp |
| Employer contribution / active EE | $3,898 | $5,262-25.9% | $4,736-17.7% | $4,764-18.2% |
| Participant deferral / active EE | $7,294 | $7,111+2.6% | $6,710+8.7% | $5,851+24.7% |
| Admin fee / account holder | $635 | $12,125-94.8% | $10,264-93.8% | $11,599-94.5% |