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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 | $262,269 | $209,425+25.2% | $178,499+46.9% | $158,966+65.0% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 14.99% | 188.80%-173.8pp | 151.10%-136.1pp | 302.95%-288.0pp |
| Employer contribution / active EE | $2,247 | $5,707-60.6% | $5,011-55.2% | $4,762-52.8% |
| Participant deferral / active EE | $4,000 | $5,955-32.8% | $5,202-23.1% | $5,983-33.1% |
| Admin fee / account holder | $2,581 | $17,078-84.9% | $13,986-81.5% | $11,250-77.1% |