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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 | $267,013 | $227,291+17.5% | $214,702+24.4% | $155,188+72.1% |
| Participation rate | 80.0% | 88.0%-8.0pp | 87.5%-7.5pp | 80.8%-0.8pp |
| Annual return | 14.73% | 60.08%-45.3pp | 54.55%-39.8pp | 148.84%-134.1pp |
| Employer contribution / active EE | $1,796 | $6,772-73.5% | $6,461-72.2% | $4,248-57.7% |
| Participant deferral / active EE | $11,073 | $9,582+15.6% | $9,147+21.1% | $6,531+69.5% |
| Admin fee / account holder | $15,948 | $20,413-21.9% | $19,830-19.6% | $14,480+10.1% |