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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 | $275,143 | $155,555+76.9% | $146,866+87.3% | $155,188+77.3% |
| Participation rate | 82.4% | 84.0%-1.6pp | 82.5%-0.2pp | 80.8%+1.5pp |
| Annual return | 16.69% | 115.41%-98.7pp | 102.85%-86.2pp | 148.84%-132.1pp |
| Employer contribution / active EE | $5,097 | $4,647+9.7% | $4,425+15.2% | $4,248+20.0% |
| Participant deferral / active EE | $13,653 | $8,044+69.7% | $7,759+76.0% | $6,531+109.0% |
| Admin fee / account holder | $1,093 | $14,755-92.6% | $13,620-92.0% | $14,480-92.5% |