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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 | $443,906 | $156,398+183.8% | $147,318+201.3% | $138,895+219.6% |
| Participation rate | 92.3% | 83.8%+8.6pp | 82.1%+10.2pp | 79.9%+12.4pp |
| Annual return | 17.76% | 78.75%-61.0pp | 70.43%-52.7pp | 145.39%-127.6pp |
| Employer contribution / active EE | $4,586 | $4,853-5.5% | $4,593-0.2% | $4,194+9.3% |
| Participant deferral / active EE | $12,645 | $8,237+53.5% | $7,906+59.9% | $6,396+97.7% |
| Admin fee / account holder | $22,562 | $14,976+50.7% | $13,708+64.6% | $12,562+79.6% |