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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 | $253,005 | $135,956+86.1% | $123,894+104.2% | $273,972-7.7% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 4.84% | 56.63%-51.8pp | 47.52%-42.7pp | 41.46%-36.6pp |
| Employer contribution / active EE | $9,164 | $5,170+77.3% | $4,617+98.5% | $4,869+88.2% |
| Participant deferral / active EE | $16,141 | $6,343+154.5% | $5,984+169.7% | $5,287+205.3% |
| Admin fee / account holder | $30,032 | $9,817+205.9% | $8,357+259.4% | $10,133+196.4% |