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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 | $174,379+48.7% | $152,093+70.5% | $138,895+86.7% |
| Participation rate | 78.6% | 81.6%-3.1pp | 77.8%+0.8pp | 79.9%-1.3pp |
| Annual return | 14.70% | 74.86%-60.2pp | 66.36%-51.7pp | 145.39%-130.7pp |
| Employer contribution / active EE | $12,555 | $4,652+169.9% | $4,175+200.7% | $4,194+199.3% |
| Participant deferral / active EE | $7,554 | $6,159+22.6% | $5,451+38.6% | $6,396+18.1% |
| Admin fee / account holder | $178,897 | $16,880+959.8% | $14,497+1134.1% | $12,562+1324.1% |