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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 | $287,927 | $183,592+56.8% | $155,574+85.1% | $145,877+97.4% |
| Participation rate | 95.8% | 82.7%+13.1pp | 78.2%+17.6pp | 80.3%+15.5pp |
| Annual return | 10.73% | 61.37%-50.6pp | 64.87%-54.1pp | 551.28%-540.6pp |
| Employer contribution / active EE | $8,072 | $5,317+51.8% | $4,676+72.6% | $4,663+73.1% |
| Participant deferral / active EE | $6,921 | $6,466+7.0% | $5,629+22.9% | $6,691+3.4% |
| Admin fee / account holder | $3,502 | $19,316-81.9% | $15,914-78.0% | $13,402-73.9% |