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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 | $290,107 | $217,432+33.4% | $185,851+56.1% | $167,553+73.1% |
| Participation rate | 79.2% | 86.1%-6.9pp | 81.7%-2.5pp | 82.1%-2.9pp |
| Annual return | 10.87% | 148.43%-137.6pp | 122.11%-111.2pp | 478.89%-468.0pp |
| Employer contribution / active EE | $8,739 | $5,874+48.8% | $5,168+69.1% | $4,840+80.6% |
| Participant deferral / active EE | $6,307 | $6,357-0.8% | $5,569+13.3% | $6,343-0.6% |
| Admin fee / account holder | $2,292 | $19,820-88.4% | $16,245-85.9% | $12,316-81.4% |