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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 | $289,481 | $165,399+75.0% | $149,745+93.3% | $158,982+82.1% |
| Participation rate | 88.2% | 84.6%+3.7pp | 82.5%+5.8pp | 82.0%+6.3pp |
| Annual return | 11.20% | 348.34%-337.1pp | 276.72%-265.5pp | 302.99%-291.8pp |
| Employer contribution / active EE | $3,567 | $5,105-30.1% | $4,646-23.2% | $4,763-25.1% |
| Participant deferral / active EE | $8,890 | $7,183+23.8% | $6,843+29.9% | $5,983+48.6% |
| Admin fee / account holder | $10,967 | $10,811+1.4% | $9,312+17.8% | $11,252-2.5% |