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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 | $209,405+25.6% | $178,486+47.3% | $158,931+65.4% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 12.17% | 188.77%-176.6pp | 151.08%-138.9pp | 302.86%-290.7pp |
| Employer contribution / active EE | $5,012 | $5,707-12.2% | $5,0110% | $4,761+5.3% |
| Participant deferral / active EE | $9,091 | $5,954+52.7% | $5,202+74.8% | $5,982+52.0% |
| Admin fee / account holder | $16,769 | $17,076-1.8% | $13,985+19.9% | $11,247+49.1% |