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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 | $250,358 | $165,399+51.4% | $149,745+67.2% | $158,982+57.5% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.8pp | 82.0%-9.2pp |
| Annual return | 15.00% | 348.34%-333.3pp | 276.72%-261.7pp | 302.99%-288.0pp |
| Employer contribution / active EE | $4,512 | $5,105-11.6% | $4,646-2.9% | $4,763-5.3% |
| Participant deferral / active EE | $11,851 | $7,183+65.0% | $6,843+73.2% | $5,983+98.1% |
| Admin fee / account holder | $1,209 | $10,811-88.8% | $9,312-87.0% | $11,252-89.3% |