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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 | $209,336+27.2% | $197,124+35.0% | $137,256+93.9% |
| Participation rate | 87.0% | 87.3%-0.3pp | 86.7%+0.2pp | 80.0%+7.0pp |
| Annual return | 15.43% | 48.09%-32.7pp | 44.34%-28.9pp | 220.34%-204.9pp |
| Employer contribution / active EE | $6,365 | $6,591-3.4% | $6,227+2.2% | $4,156+53.2% |
| Participant deferral / active EE | $15,299 | $9,614+59.1% | $9,135+67.5% | $6,407+138.8% |
| Admin fee / account holder | $666 | $17,308-96.2% | $16,298-95.9% | $12,270-94.6% |