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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 | $273,684 | $201,344+35.9% | $184,243+48.5% | $145,877+87.6% |
| Participation rate | 87.0% | 87.5%-0.5pp | 86.8%+0.1pp | 80.3%+6.7pp |
| Annual return | 20.16% | 29.01%-8.8pp | 28.82%-8.7pp | 551.28%-531.1pp |
| Employer contribution / active EE | $2,979 | $7,022-57.6% | $6,427-53.7% | $4,663-36.1% |
| Participant deferral / active EE | $12,006 | $9,807+22.4% | $9,132+31.5% | $6,691+79.4% |
| Admin fee / account holder | $23,381 | $16,382+42.7% | $13,914+68.0% | $13,402+74.5% |