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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 | $318,205 | $209,336+52.0% | $197,124+61.4% | $137,256+131.8% |
| Participation rate | 90.0% | 87.3%+2.7pp | 86.7%+3.3pp | 80.0%+10.0pp |
| Annual return | 15.59% | 48.09%-32.5pp | 44.34%-28.8pp | 220.34%-204.8pp |
| Employer contribution / active EE | $7,357 | $6,591+11.6% | $6,227+18.1% | $4,156+77.0% |
| Participant deferral / active EE | $15,050 | $9,614+56.5% | $9,135+64.8% | $6,407+134.9% |
| Admin fee / account holder | $14,862 | $17,308-14.1% | $16,298-8.8% | $12,270+21.1% |