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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 | $439,714 | $181,062+142.9% | $158,223+177.9% | $155,188+183.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 36.64% | 57.39%-20.7pp | 52.09%-15.5pp | 148.84%-112.2pp |
| Employer contribution / active EE | $924 | $4,565-79.8% | $4,109-77.5% | $4,248-78.2% |
| Participant deferral / active EE | $15,669 | $6,134+155.4% | $5,467+186.6% | $6,531+139.9% |
| Admin fee / account holder | $431 | $18,825-97.7% | $16,047-97.3% | $14,480-97.0% |