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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 | $174,379+49.8% | $152,093+71.8% | $138,895+88.1% |
| Participation rate | 87.5% | 81.6%+5.9pp | 77.8%+9.7pp | 79.9%+7.6pp |
| Annual return | 25.39% | 74.86%-49.5pp | 66.36%-41.0pp | 145.39%-120.0pp |
| Employer contribution / active EE | $3,292 | $4,652-29.2% | $4,175-21.2% | $4,194-21.5% |
| Participant deferral / active EE | $8,015 | $6,159+30.1% | $5,451+47.0% | $6,396+25.3% |
| Admin fee / account holder | $19,219 | $16,880+13.9% | $14,497+32.6% | $12,562+53.0% |