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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 | $396,596 | $154,228+157.1% | $145,433+172.7% | $137,256+188.9% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 16.69% | 74.59%-57.9pp | 66.58%-49.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $32,126 | $4,804+568.7% | $4,554+605.4% | $4,156+673.0% |
| Participant deferral / active EE | $4,248 | $8,216-48.3% | $7,897-46.2% | $6,407-33.7% |
| Admin fee / account holder | $16,040 | $14,344+11.8% | $13,129+22.2% | $12,270+30.7% |