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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 | $274,613 | $227,291+20.8% | $214,702+27.9% | $155,188+77.0% |
| Participation rate | 88.9% | 88.0%+0.9pp | 87.5%+1.4pp | 80.8%+8.1pp |
| Annual return | 14.33% | 60.08%-45.7pp | 54.55%-40.2pp | 148.84%-134.5pp |
| Employer contribution / active EE | $7,212 | $6,772+6.5% | $6,461+11.6% | $4,248+69.8% |
| Participant deferral / active EE | $4,554 | $9,582-52.5% | $9,147-50.2% | $6,531-30.3% |
| Admin fee / account holder | $3,318 | $20,413-83.7% | $19,830-83.3% | $14,480-77.1% |