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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 | $275,918 | $165,381+66.8% | $149,730+84.3% | $158,966+73.6% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 18.18% | 348.29%-330.1pp | 276.70%-258.5pp | 302.95%-284.8pp |
| Employer contribution / active EE | $4,207 | $5,104-17.6% | $4,645-9.4% | $4,762-11.7% |
| Participant deferral / active EE | $17,322 | $7,182+141.2% | $6,843+153.2% | $5,983+189.5% |
| Admin fee / account holder | $3,707 | $10,809-65.7% | $9,310-60.2% | $11,250-67.0% |