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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 | $162,136+188.2% | $152,301+206.8% | $154,746+201.9% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 20.69% | 91.02%-70.3pp | 80.50%-59.8pp | 172.34%-151.7pp |
| Employer contribution / active EE | $2,681 | $4,890-45.2% | $4,624-42.0% | $4,379-38.8% |
| Participant deferral / active EE | $7,217 | $8,341-13.5% | $8,004-9.8% | $6,730+7.2% |
| Admin fee / account holder | $13,760 | $15,759-12.7% | $14,398-4.4% | $14,365-4.2% |