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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 | $440,474 | $117,829+273.8% | $102,423+330.1% | $145,877+201.9% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 32.22% | 31.83%+0.4pp | 29.42%+2.8pp | 551.28%-519.1pp |
| Employer contribution / active EE | $2,911 | $3,615-19.5% | $3,023-3.7% | $4,663-37.6% |
| Participant deferral / active EE | $9,145 | $5,732+59.5% | $5,054+80.9% | $6,691+36.7% |
| Admin fee / account holder | $9,671 | $13,335-27.5% | $9,455+2.3% | $13,402-27.8% |