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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 | $256,932 | $154,228+66.6% | $145,433+76.7% | $137,256+87.2% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 17.26% | 74.59%-57.3pp | 66.58%-49.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,708 | $4,804-64.4% | $4,554-62.5% | $4,156-58.9% |
| Participant deferral / active EE | $5,772 | $8,216-29.8% | $7,897-26.9% | $6,407-9.9% |
| Admin fee / account holder | $677 | $14,344-95.3% | $13,129-94.8% | $12,270-94.5% |