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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 | $287,848 | $162,136+77.5% | $152,301+89.0% | $154,746+86.0% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 18.77% | 91.02%-72.3pp | 80.50%-61.7pp | 172.34%-153.6pp |
| Employer contribution / active EE | $3,299 | $4,890-32.5% | $4,624-28.7% | $4,379-24.7% |
| Participant deferral / active EE | $10,039 | $8,341+20.4% | $8,004+25.4% | $6,730+49.2% |
| Admin fee / account holder | $2,307 | $15,759-85.4% | $14,398-84.0% | $14,365-83.9% |