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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 | $259,290 | $209,336+23.9% | $197,124+31.5% | $137,256+88.9% |
| Participation rate | 87.5% | 87.3%+0.2pp | 86.7%+0.8pp | 80.0%+7.5pp |
| Annual return | 19.44% | 48.09%-28.6pp | 44.34%-24.9pp | 220.34%-200.9pp |
| Employer contribution / active EE | $11,251 | $6,591+70.7% | $6,227+80.7% | $4,156+170.7% |
| Participant deferral / active EE | $17,998 | $9,614+87.2% | $9,135+97.0% | $6,407+180.9% |
| Admin fee / account holder | $17,440 | $17,308+0.8% | $16,298+7.0% | $12,270+42.1% |