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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 | $296,000 | $201,264+47.1% | $184,185+60.7% | $145,978+102.8% |
| Participation rate | 79.2% | 87.5%-8.3pp | 86.8%-7.7pp | 80.3%-1.1pp |
| Annual return | 21.44% | 29.00%-7.6pp | 28.81%-7.4pp | 550.52%-529.1pp |
| Employer contribution / active EE | $13,856 | $7,021+97.4% | $6,426+115.6% | $4,662+197.2% |
| Participant deferral / active EE | $15,526 | $9,806+58.3% | $9,132+70.0% | $6,690+132.1% |
| Admin fee / account holder | $17,284 | $16,376+5.5% | $13,909+24.3% | $13,400+29.0% |