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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 | $276,632 | $172,111+60.7% | $150,298+84.1% | $137,256+101.5% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 16.19% | 69.37%-53.2pp | 62.79%-46.6pp | 220.34%-204.2pp |
| Employer contribution / active EE | $2,664 | $4,636-42.6% | $4,154-35.9% | $4,156-35.9% |
| Participant deferral / active EE | $7,799 | $6,166+26.5% | $5,453+43.0% | $6,407+21.7% |
| Admin fee / account holder | $425 | $16,471-97.4% | $14,116-97.0% | $12,270-96.5% |