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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 | $339,627 | $223,823+51.7% | $211,142+60.9% | $154,746+119.5% |
| Participation rate | 75.0% | 87.9%-12.9pp | 87.3%-12.3pp | 80.7%-5.7pp |
| Annual return | 15.13% | 50.39%-35.3pp | 46.84%-31.7pp | 172.34%-157.2pp |
| Employer contribution / active EE | $15,036 | $6,787+121.6% | $6,442+133.4% | $4,379+243.4% |
| Participant deferral / active EE | $9,533 | $9,750-2.2% | $9,284+2.7% | $6,730+41.6% |
| Admin fee / account holder | $2,427 | $19,707-87.7% | $19,076-87.3% | $14,365-83.1% |