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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 | $172,111+51.8% | $150,298+73.9% | $137,256+90.4% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 25.39% | 69.37%-44.0pp | 62.79%-37.4pp | 220.34%-195.0pp |
| Employer contribution / active EE | $3,292 | $4,636-29.0% | $4,154-20.8% | $4,156-20.8% |
| Participant deferral / active EE | $8,015 | $6,166+30.0% | $5,453+47.0% | $6,407+25.1% |
| Admin fee / account holder | $19,219 | $16,471+16.7% | $14,116+36.2% | $12,270+56.6% |