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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 | $502,527 | $155,555+223.1% | $146,866+242.2% | $155,188+223.8% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 15.71% | 115.41%-99.7pp | 102.85%-87.1pp | 148.84%-133.1pp |
| Employer contribution / active EE | $3,278 | $4,647-29.5% | $4,425-25.9% | $4,248-22.8% |
| Participant deferral / active EE | $8,708 | $8,044+8.3% | $7,759+12.2% | $6,531+33.3% |
| Admin fee / account holder | $2,441 | $14,755-83.5% | $13,620-82.1% | $14,480-83.1% |