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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 | $329,735 | $183,592+79.6% | $155,574+111.9% | $145,877+126.0% |
| Participation rate | 76.2% | 82.7%-6.5pp | 78.2%-2.0pp | 80.3%-4.1pp |
| Annual return | 11.61% | 61.37%-49.8pp | 64.87%-53.3pp | 551.28%-539.7pp |
| Employer contribution / active EE | $21,067 | $5,317+296.2% | $4,676+350.6% | $4,663+351.8% |
| Participant deferral / active EE | $9,478 | $6,466+46.6% | $5,629+68.4% | $6,691+41.7% |
| Admin fee / account holder | $32,213 | $19,316+66.8% | $15,914+102.4% | $13,402+140.4% |