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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 | $250,648 | $156,398+60.3% | $147,318+70.1% | $138,895+80.5% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 16.42% | 78.75%-62.3pp | 70.43%-54.0pp | 145.39%-129.0pp |
| Employer contribution / active EE | $4,181 | $4,853-13.8% | $4,593-9.0% | $4,194-0.3% |
| Participant deferral / active EE | $15,620 | $8,237+89.6% | $7,906+97.6% | $6,396+144.2% |
| Admin fee / account holder | $19,093 | $14,976+27.5% | $13,708+39.3% | $12,562+52.0% |