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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 | $287,484 | $210,991+36.3% | $153,741+87.0% | $145,897+97.0% |
| Participation rate | 70.0% | 82.1%-12.1pp | 77.1%-7.1pp | 80.3%-10.3pp |
| Annual return | 12.33% | 13.46%-1.1pp | 15.71%-3.4pp | 552.29%-540.0pp |
| Employer contribution / active EE | $5,928 | $6,057-2.1% | $5,042+17.6% | $4,663+27.1% |
| Participant deferral / active EE | $10,225 | $7,979+28.2% | $6,757+51.3% | $6,689+52.9% |
| Admin fee / account holder | $1,160 | $19,490-94.0% | $12,749-90.9% | $13,390-91.3% |