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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 | $268,195 | $181,896+47.4% | $156,551+71.3% | $273,972-2.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 50.70% | 30.74%+20.0pp | 32.23%+18.5pp | 41.46%+9.2pp |
| Employer contribution / active EE | $4,651 | $6,248-25.6% | $5,501-15.5% | $4,869-4.5% |
| Participant deferral / active EE | $2,872 | $5,550-48.3% | $4,871-41.0% | $5,287-45.7% |
| Admin fee / account holder | $11,779 | $15,560-24.3% | $13,028-9.6% | $10,133+16.3% |