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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 | $298,743 | $162,136+84.3% | $152,301+96.2% | $154,746+93.1% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 15.07% | 91.02%-76.0pp | 80.50%-65.4pp | 172.34%-157.3pp |
| Employer contribution / active EE | $7,847 | $4,890+60.5% | $4,624+69.7% | $4,379+79.2% |
| Participant deferral / active EE | $20,830 | $8,341+149.7% | $8,004+160.3% | $6,730+209.5% |
| Admin fee / account holder | $2,585 | $15,759-83.6% | $14,398-82.0% | $14,365-82.0% |