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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 | $262,915 | $209,422+25.5% | $178,503+47.3% | $158,982+65.4% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 12.17% | 188.81%-176.6pp | 151.12%-138.9pp | 302.99%-290.8pp |
| Employer contribution / active EE | $5,012 | $5,707-12.2% | $5,0110% | $4,763+5.2% |
| Participant deferral / active EE | $9,091 | $5,955+52.7% | $5,202+74.8% | $5,983+51.9% |
| Admin fee / account holder | $16,769 | $17,079-1.8% | $13,987+19.9% | $11,252+49.0% |