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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 | $289,374 | $155,555+86.0% | $146,866+97.0% | $155,188+86.5% |
| Participation rate | 95.8% | 84.0%+11.9pp | 82.5%+13.3pp | 80.8%+15.0pp |
| Annual return | 16.49% | 115.41%-98.9pp | 102.85%-86.4pp | 148.84%-132.3pp |
| Employer contribution / active EE | $3,684 | $4,647-20.7% | $4,425-16.7% | $4,248-13.3% |
| Participant deferral / active EE | $10,624 | $8,044+32.1% | $7,759+36.9% | $6,531+62.7% |
| Admin fee / account holder | $2,433 | $14,755-83.5% | $13,620-82.1% | $14,480-83.2% |