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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 | $380,412 | $154,228+146.7% | $145,433+161.6% | $137,256+177.2% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 17.11% | 74.59%-57.5pp | 66.58%-49.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $3,677 | $4,804-23.5% | $4,554-19.3% | $4,156-11.5% |
| Participant deferral / active EE | $11,185 | $8,216+36.1% | $7,897+41.6% | $6,407+74.6% |
| Admin fee / account holder | $791 | $14,344-94.5% | $13,129-94.0% | $12,270-93.6% |