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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 | $162,136+58.5% | $152,301+68.7% | $154,746+66.0% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 17.26% | 91.02%-73.8pp | 80.50%-63.2pp | 172.34%-155.1pp |
| Employer contribution / active EE | $1,708 | $4,890-65.1% | $4,624-63.1% | $4,379-61.0% |
| Participant deferral / active EE | $5,772 | $8,341-30.8% | $8,004-27.9% | $6,730-14.2% |
| Admin fee / account holder | $677 | $15,759-95.7% | $14,398-95.3% | $14,365-95.3% |