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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 | $467,232 | $154,228+202.9% | $145,433+221.3% | $137,256+240.4% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 20.69% | 74.59%-53.9pp | 66.58%-45.9pp | 220.34%-199.7pp |
| Employer contribution / active EE | $2,681 | $4,804-44.2% | $4,554-41.1% | $4,156-35.5% |
| Participant deferral / active EE | $7,217 | $8,216-12.2% | $7,897-8.6% | $6,407+12.6% |
| Admin fee / account holder | $13,760 | $14,344-4.1% | $13,129+4.8% | $12,270+12.1% |