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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 | $261,304 | $181,062+44.3% | $158,223+65.1% | $155,188+68.4% |
| Participation rate | 87.5% | 82.7%+4.8pp | 79.2%+8.3pp | 80.8%+6.7pp |
| Annual return | 25.39% | 57.39%-32.0pp | 52.09%-26.7pp | 148.84%-123.5pp |
| Employer contribution / active EE | $3,292 | $4,565-27.9% | $4,109-19.9% | $4,248-22.5% |
| Participant deferral / active EE | $8,015 | $6,134+30.7% | $5,467+46.6% | $6,531+22.7% |
| Admin fee / account holder | $19,219 | $18,825+2.1% | $16,047+19.8% | $14,480+32.7% |