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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 | $300,092 | $227,399+32.0% | $189,758+58.1% | $198,609+51.1% |
| Participation rate | 83.3% | 84.0%-0.7pp | 79.8%+3.5pp | 82.4%+1.0pp |
| Annual return | 13.60% | 61.03%-47.4pp | 52.62%-39.0pp | 202.70%-189.1pp |
| Employer contribution / active EE | $5,221 | $5,526-5.5% | $4,767+9.5% | $5,055+3.3% |
| Participant deferral / active EE | $11,334 | $6,837+65.8% | $5,856+93.5% | $6,977+62.5% |
| Admin fee / account holder | $4,560 | $25,162-81.9% | $20,388-77.6% | $19,030-76.0% |