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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 | $251,148 | $154,228+62.8% | $145,433+72.7% | $137,256+83.0% |
| Participation rate | 84.6% | 83.8%+0.8pp | 82.1%+2.5pp | 80.0%+4.7pp |
| Annual return | 14.70% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $9,242 | $4,804+92.4% | $4,554+102.9% | $4,156+122.4% |
| Participant deferral / active EE | $7,290 | $8,216-11.3% | $7,897-7.7% | $6,407+13.8% |
| Admin fee / account holder | $28,802 | $14,344+100.8% | $13,129+119.4% | $12,270+134.7% |