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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 | $345,183 | $183,627+88.0% | $155,602+121.8% | $145,978+136.5% |
| Participation rate | 76.9% | 82.7%-5.8pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 24.91% | 61.32%-36.4pp | 64.81%-39.9pp | 550.52%-525.6pp |
| Employer contribution / active EE | $2,267 | $5,316-57.4% | $4,675-51.5% | $4,662-51.4% |
| Participant deferral / active EE | $9,113 | $6,466+40.9% | $5,629+61.9% | $6,690+36.2% |
| Admin fee / account holder | $18,321 | $19,327-5.2% | $15,923+15.1% | $13,400+36.7% |