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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 | $320,349 | $228,352+40.3% | $185,835+72.4% | $158,966+101.5% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 11.72% | 40.81%-29.1pp | 35.96%-24.2pp | 302.95%-291.2pp |
| Employer contribution / active EE | $1,815 | $4,967-63.5% | $4,087-55.6% | $4,762-61.9% |
| Participant deferral / active EE | $9,350 | $6,416+45.7% | $5,633+66.0% | $5,983+56.3% |
| Admin fee / account holder | $831 | $11,867-93.0% | $9,502-91.3% | $11,250-92.6% |