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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 | $269,126 | $201,370+33.6% | $184,256+46.1% | $145,897+84.5% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 12.84% | 29.05%-16.2pp | 28.85%-16.0pp | 552.29%-539.5pp |
| Employer contribution / active EE | $5,046 | $7,024-28.2% | $6,427-21.5% | $4,663+8.2% |
| Participant deferral / active EE | $7,910 | $9,808-19.4% | $9,133-13.4% | $6,689+18.2% |
| Admin fee / account holder | $22,717 | $16,364+38.8% | $13,899+63.4% | $13,390+69.7% |