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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 | $336,020 | $134,817+149.2% | $123,973+171.0% | $155,188+116.5% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.7%+3.3pp | 80.8%-0.8pp |
| Annual return | 14.84% | 515.49%-500.7pp | 388.13%-373.3pp | 148.84%-134.0pp |
| Employer contribution / active EE | $10,402 | $4,425+135.1% | $4,126+152.1% | $4,248+144.9% |
| Participant deferral / active EE | $15,436 | $5,706+170.5% | $5,247+194.2% | $6,531+136.4% |
| Admin fee / account holder | $963 | $13,245-92.7% | $11,799-91.8% | $14,480-93.3% |