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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 | $291,732 | $275,752+5.8% | $256,809+13.6% | $198,609+46.9% |
| Participation rate | 92.9% | 89.2%+3.7pp | 88.5%+4.3pp | 82.4%+10.5pp |
| Annual return | 23.06% | 34.81%-11.8pp | 32.73%-9.7pp | 202.70%-179.6pp |
| Employer contribution / active EE | $8,678 | $7,721+12.4% | $7,263+19.5% | $5,055+71.6% |
| Participant deferral / active EE | $17,203 | $10,037+71.4% | $9,520+80.7% | $6,977+146.6% |
| Admin fee / account holder | $5,984 | $25,716-76.7% | $25,146-76.2% | $19,030-68.6% |