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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 | $326,322 | $223,823+45.8% | $211,142+54.6% | $154,746+110.9% |
| Participation rate | 87.5% | 87.9%-0.4pp | 87.3%+0.2pp | 80.7%+6.8pp |
| Annual return | 13.88% | 50.39%-36.5pp | 46.84%-33.0pp | 172.34%-158.5pp |
| Employer contribution / active EE | $2,950 | $6,787-56.5% | $6,442-54.2% | $4,379-32.6% |
| Participant deferral / active EE | $10,097 | $9,750+3.6% | $9,284+8.8% | $6,730+50.0% |
| Admin fee / account holder | $6,104 | $19,707-69.0% | $19,076-68.0% | $14,365-57.5% |