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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 | $284,041 | $212,386+33.7% | $199,883+42.1% | $138,895+104.5% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.8%-11.8pp | 79.9%-4.9pp |
| Annual return | 18.84% | 47.75%-28.9pp | 43.81%-25.0pp | 145.39%-126.6pp |
| Employer contribution / active EE | $5,735 | $6,625-13.4% | $6,261-8.4% | $4,194+36.7% |
| Participant deferral / active EE | $12,849 | $9,617+33.6% | $9,138+40.6% | $6,396+100.9% |
| Admin fee / account holder | $14,218 | $18,233-22.0% | $17,268-17.7% | $12,562+13.2% |