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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 | $275,249 | $183,539+50.0% | $155,556+76.9% | $145,897+88.7% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 12.89% | 61.31%-48.4pp | 64.84%-51.9pp | 552.29%-539.4pp |
| Employer contribution / active EE | $3,965 | $5,315-25.4% | $4,675-15.2% | $4,663-15.0% |
| Participant deferral / active EE | $7,533 | $6,467+16.5% | $5,631+33.8% | $6,689+12.6% |
| Admin fee / account holder | $14,374 | $19,275-25.4% | $15,885-9.5% | $13,390+7.3% |