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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 | $280,580 | $209,336+34.0% | $197,124+42.3% | $137,256+104.4% |
| Participation rate | 76.5% | 87.3%-10.8pp | 86.7%-10.2pp | 80.0%-3.5pp |
| Annual return | 17.57% | 48.09%-30.5pp | 44.34%-26.8pp | 220.34%-202.8pp |
| Employer contribution / active EE | $30,547 | $6,591+363.5% | $6,227+390.5% | $4,156+635.0% |
| Participant deferral / active EE | $19,310 | $9,614+100.8% | $9,135+111.4% | $6,407+201.4% |
| Admin fee / account holder | $5,714 | $17,308-67.0% | $16,298-64.9% | $12,270-53.4% |