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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 | $278,827 | $162,136+72.0% | $152,301+83.1% | $154,746+80.2% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 17.85% | 91.02%-73.2pp | 80.50%-62.7pp | 172.34%-154.5pp |
| Employer contribution / active EE | $8,977 | $4,890+83.6% | $4,624+94.1% | $4,379+105.0% |
| Participant deferral / active EE | $21,261 | $8,341+154.9% | $8,004+165.6% | $6,730+215.9% |
| Admin fee / account holder | $178,369 | $15,759+1031.8% | $14,398+1138.9% | $14,365+1141.7% |