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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 | $278,735 | $185,883+50.0% | $170,043+63.9% | $139,466+99.9% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 19.38% | 60.54%-41.2pp | 53.40%-34.0pp | 373.66%-354.3pp |
| Employer contribution / active EE | $8,110 | $7,596+6.8% | $6,790+19.4% | $4,754+70.6% |
| Participant deferral / active EE | $13,739 | $11,626+18.2% | $10,410+32.0% | $6,712+104.7% |
| Admin fee / account holder | $618 | $15,393-96.0% | $12,824-95.2% | $11,409-94.6% |