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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 | $255,704 | $162,136+57.7% | $152,301+67.9% | $154,746+65.2% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 13.01% | 91.02%-78.0pp | 80.50%-67.5pp | 172.34%-159.3pp |
| Employer contribution / active EE | $7,358 | $4,890+50.5% | $4,624+59.1% | $4,379+68.0% |
| Participant deferral / active EE | $34,491 | $8,341+313.5% | $8,004+330.9% | $6,730+412.5% |
| Admin fee / account holder | $54,242 | $15,759+244.2% | $14,398+276.7% | $14,365+277.6% |