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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 | $322,623 | $201,370+60.2% | $184,256+75.1% | $145,897+121.1% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 15.77% | 29.05%-13.3pp | 28.85%-13.1pp | 552.29%-536.5pp |
| Employer contribution / active EE | $2,180 | $7,024-69.0% | $6,427-66.1% | $4,663-53.2% |
| Participant deferral / active EE | $13,354 | $9,808+36.2% | $9,133+46.2% | $6,689+99.6% |
| Admin fee / account holder | $5,157 | $16,364-68.5% | $13,899-62.9% | $13,390-61.5% |