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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 | $162,136+54.9% | $152,301+64.9% | $154,746+62.3% |
| Participation rate | 84.6% | 84.1%+0.5pp | 82.4%+2.2pp | 80.7%+3.9pp |
| Annual return | 14.70% | 91.02%-76.3pp | 80.50%-65.8pp | 172.34%-157.6pp |
| Employer contribution / active EE | $9,242 | $4,890+89.0% | $4,624+99.9% | $4,379+111.1% |
| Participant deferral / active EE | $7,290 | $8,341-12.6% | $8,004-8.9% | $6,730+8.3% |
| Admin fee / account holder | $28,802 | $15,759+82.8% | $14,398+100.0% | $14,365+100.5% |