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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 | $185,312+49.3% | $161,489+71.3% | $154,746+78.8% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 16.19% | 103.84%-87.7pp | 89.72%-73.5pp | 172.34%-156.2pp |
| Employer contribution / active EE | $2,664 | $4,769-44.2% | $4,268-37.6% | $4,379-39.2% |
| Participant deferral / active EE | $7,799 | $6,350+22.8% | $5,630+38.5% | $6,730+15.9% |
| Admin fee / account holder | $425 | $18,654-97.7% | $16,006-97.3% | $14,365-97.0% |