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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 | $351,755 | $199,109+76.7% | $173,730+102.5% | $154,746+127.3% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.6%+0.4pp | 80.7%-0.7pp |
| Annual return | 15.89% | 20.02%-4.1pp | 19.96%-4.1pp | 172.34%-156.5pp |
| Employer contribution / active EE | $5,998 | $5,311+12.9% | $4,577+31.0% | $4,379+37.0% |
| Participant deferral / active EE | $12,594 | $7,113+77.1% | $6,326+99.1% | $6,730+87.1% |
| Admin fee / account holder | $4,397 | $20,916-79.0% | $17,523-74.9% | $14,365-69.4% |