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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 | $275,813 | $223,823+23.2% | $211,142+30.6% | $154,746+78.2% |
| Participation rate | 87.5% | 87.9%-0.4pp | 87.3%+0.2pp | 80.7%+6.8pp |
| Annual return | 15.64% | 50.39%-34.7pp | 46.84%-31.2pp | 172.34%-156.7pp |
| Employer contribution / active EE | $8,920 | $6,787+31.4% | $6,442+38.5% | $4,379+103.7% |
| Participant deferral / active EE | $10,141 | $9,750+4.0% | $9,284+9.2% | $6,730+50.7% |
| Admin fee / account holder | $1,954 | $19,707-90.1% | $19,076-89.8% | $14,365-86.4% |