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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 | $255,254 | $183,592+39.0% | $155,567+64.1% | $145,959+74.9% |
| Participation rate | 81.0% | 82.7%-1.7pp | 78.2%+2.8pp | 80.3%+0.7pp |
| Annual return | 10.41% | 61.24%-50.8pp | 64.74%-54.3pp | 561.95%-551.5pp |
| Employer contribution / active EE | $1,589 | $5,315-70.1% | $4,674-66.0% | $4,661-65.9% |
| Participant deferral / active EE | $4,389 | $6,464-32.1% | $5,628-22.0% | $6,689-34.4% |
| Admin fee / account holder | $25,410 | $19,318+31.5% | $15,916+59.6% | $13,398+89.7% |