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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 | $266,201 | $227,291+17.1% | $214,702+24.0% | $155,188+71.5% |
| Participation rate | 87.0% | 88.0%-1.0pp | 87.5%-0.5pp | 80.8%+6.2pp |
| Annual return | 15.43% | 60.08%-44.6pp | 54.55%-39.1pp | 148.84%-133.4pp |
| Employer contribution / active EE | $6,365 | $6,772-6.0% | $6,461-1.5% | $4,248+49.9% |
| Participant deferral / active EE | $15,299 | $9,582+59.7% | $9,147+67.3% | $6,531+134.3% |
| Admin fee / account holder | $666 | $20,413-96.7% | $19,830-96.6% | $14,480-95.4% |