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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 | $250,110 | $165,381+51.2% | $149,730+67.0% | $158,966+57.3% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 15.36% | 348.29%-332.9pp | 276.70%-261.3pp | 302.95%-287.6pp |
| Employer contribution / active EE | $4,378 | $5,104-14.2% | $4,645-5.8% | $4,762-8.1% |
| Participant deferral / active EE | $17,264 | $7,182+140.4% | $6,843+152.3% | $5,983+188.5% |
| Admin fee / account holder | $1,760 | $10,809-83.7% | $9,310-81.1% | $11,250-84.4% |