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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 | $340,007 | $183,539+85.3% | $155,556+118.6% | $145,897+133.0% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 13.28% | 61.31%-48.0pp | 64.84%-51.6pp | 552.29%-539.0pp |
| Employer contribution / active EE | $2,855 | $5,315-46.3% | $4,675-38.9% | $4,663-38.8% |
| Participant deferral / active EE | $5,427 | $6,467-16.1% | $5,631-3.6% | $6,689-18.9% |
| Admin fee / account holder | $20,973 | $19,275+8.8% | $15,885+32.0% | $13,390+56.6% |