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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 | $290,764 | $154,228+88.5% | $145,433+99.9% | $137,256+111.8% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 13.86% | 74.59%-60.7pp | 66.58%-52.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $4,017 | $4,804-16.4% | $4,554-11.8% | $4,156-3.4% |
| Participant deferral / active EE | $16,129 | $8,216+96.3% | $7,897+104.2% | $6,407+151.7% |
| Admin fee / account holder | $118,821 | $14,344+728.4% | $13,129+805.0% | $12,270+868.4% |