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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 | $322,425 | $111,814+188.4% | $103,378+211.9% | $145,978+120.9% |
| Participation rate | 90.5% | 77.9%+12.5pp | 74.5%+16.0pp | 80.3%+10.2pp |
| Annual return | 17.82% | 24.80%-7.0pp | 24.91%-7.1pp | 550.52%-532.7pp |
| Employer contribution / active EE | $6,427 | $4,215+52.5% | $3,870+66.1% | $4,662+37.9% |
| Participant deferral / active EE | $13,139 | $5,618+133.9% | $5,058+159.8% | $6,690+96.4% |
| Admin fee / account holder | $1,441 | $9,764-85.2% | $8,401-82.8% | $13,400-89.2% |