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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 | $277,812 | $185,312+49.9% | $161,489+72.0% | $154,746+79.5% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 17.75% | 103.84%-86.1pp | 89.72%-72.0pp | 172.34%-154.6pp |
| Employer contribution / active EE | $2,982 | $4,769-37.5% | $4,268-30.1% | $4,379-31.9% |
| Participant deferral / active EE | $7,952 | $6,350+25.2% | $5,630+41.3% | $6,730+18.2% |
| Admin fee / account holder | $1,775 | $18,654-90.5% | $16,006-88.9% | $14,365-87.6% |