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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 | $227,399+22.2% | $189,758+46.4% | $198,609+39.9% |
| Participation rate | 83.3% | 84.0%-0.7pp | 79.8%+3.5pp | 82.4%+1.0pp |
| Annual return | 17.75% | 61.03%-43.3pp | 52.62%-34.9pp | 202.70%-184.9pp |
| Employer contribution / active EE | $2,982 | $5,526-46.0% | $4,767-37.4% | $5,055-41.0% |
| Participant deferral / active EE | $7,952 | $6,837+16.3% | $5,856+35.8% | $6,977+14.0% |
| Admin fee / account holder | $1,775 | $25,162-92.9% | $20,388-91.3% | $19,030-90.7% |