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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 | $287,735 | $161,352+78.3% | $134,172+114.5% | $137,256+109.6% |
| Participation rate | 91.7% | 78.3%+13.4pp | 72.5%+19.2pp | 80.0%+11.7pp |
| Annual return | 14.18% | 28.72%-14.5pp | 25.30%-11.1pp | 220.34%-206.2pp |
| Employer contribution / active EE | $18,123 | $4,099+342.2% | $3,420+429.9% | $4,156+336.1% |
| Participant deferral / active EE | $5,185 | $5,552-6.6% | $4,690+10.5% | $6,407-19.1% |
| Admin fee / account holder | $23,033 | $15,028+53.3% | $12,016+91.7% | $12,270+87.7% |