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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 | $267,149 | $154,228+73.2% | $145,433+83.7% | $137,256+94.6% |
| Participation rate | 89.5% | 83.8%+5.7pp | 82.1%+7.4pp | 80.0%+9.5pp |
| Annual return | 15.33% | 74.59%-59.3pp | 66.58%-51.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $10,527 | $4,804+119.1% | $4,554+131.1% | $4,156+153.3% |
| Participant deferral / active EE | $12,470 | $8,216+51.8% | $7,897+57.9% | $6,407+94.6% |
| Admin fee / account holder | $2,543 | $14,344-82.3% | $13,129-80.6% | $12,270-79.3% |