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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 | $227,291+14.1% | $214,702+20.8% | $155,188+67.1% |
| Participation rate | 87.5% | 88.0%-0.5pp | 87.5%0pp | 80.8%+6.7pp |
| Annual return | 19.44% | 60.08%-40.6pp | 54.55%-35.1pp | 148.84%-129.4pp |
| Employer contribution / active EE | $11,251 | $6,772+66.1% | $6,461+74.1% | $4,248+164.9% |
| Participant deferral / active EE | $17,998 | $9,582+87.8% | $9,147+96.8% | $6,531+175.6% |
| Admin fee / account holder | $17,440 | $20,413-14.6% | $19,830-12.1% | $14,480+20.4% |