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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 | $263,595 | $185,856+41.8% | $170,028+55.0% | $139,456+89.0% |
| Participation rate | 87.0% | 87.8%-0.8pp | 87.0%0pp | 80.3%+6.6pp |
| Annual return | 28.23% | 60.52%-32.3pp | 53.39%-25.2pp | 373.45%-345.2pp |
| Employer contribution / active EE | $12,615 | $7,593+66.1% | $6,788+85.9% | $4,753+165.4% |
| Participant deferral / active EE | $13,728 | $11,623+18.1% | $10,409+31.9% | $6,711+104.5% |
| Admin fee / account holder | $8,714 | $15,387-43.4% | $12,820-32.0% | $11,407-23.6% |