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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 | $343,383 | $159,934+114.7% | $147,005+133.6% | $145,959+135.3% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 11.16% | 98.24%-87.1pp | 418.76%-407.6pp | 561.95%-550.8pp |
| Employer contribution / active EE | $7,816 | $5,287+47.8% | $4,934+58.4% | $4,661+67.7% |
| Participant deferral / active EE | $9,612 | $8,427+14.1% | $8,070+19.1% | $6,689+43.7% |
| Admin fee / account holder | $14,055 | $15,053-6.6% | $13,006+8.1% | $13,398+4.9% |