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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 | $259,317 | $185,312+39.9% | $161,489+60.6% | $154,746+67.6% |
| Participation rate | 78.6% | 82.5%-3.9pp | 78.7%-0.1pp | 80.7%-2.1pp |
| Annual return | 14.70% | 103.84%-89.1pp | 89.72%-75.0pp | 172.34%-157.6pp |
| Employer contribution / active EE | $12,555 | $4,769+163.3% | $4,268+194.2% | $4,379+186.7% |
| Participant deferral / active EE | $7,554 | $6,350+19.0% | $5,630+34.2% | $6,730+12.2% |
| Admin fee / account holder | $178,897 | $18,654+859.0% | $16,006+1017.7% | $14,365+1145.3% |