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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 | $258,129 | $197,637+30.6% | $177,848+45.1% | $158,982+62.4% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 8.75% | 58.77%-50.0pp | 48.33%-39.6pp | 302.99%-294.2pp |
| Employer contribution / active EE | $7,674 | $6,698+14.6% | $5,919+29.7% | $4,763+61.1% |
| Participant deferral / active EE | $10,480 | $8,405+24.7% | $7,714+35.9% | $5,983+75.2% |
| Admin fee / account holder | $10,807 | $15,406-29.9% | $12,431-13.1% | $11,252-4.0% |