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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 | $264,256 | $157,304+68.0% | $141,197+87.2% | $152,909+72.8% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 20.72% | 64.34%-43.6pp | 71.41%-50.7pp | 345.46%-324.7pp |
| Employer contribution / active EE | $3,997 | $5,263-24.0% | $4,736-15.6% | $4,764-16.1% |
| Participant deferral / active EE | $8,552 | $7,111+20.3% | $6,710+27.4% | $5,851+46.2% |
| Admin fee / account holder | $2,275 | $12,126-81.2% | $10,265-77.8% | $11,601-80.4% |