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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 | $295,631 | $174,379+69.5% | $152,093+94.4% | $138,895+112.8% |
| Participation rate | 87.5% | 81.6%+5.9pp | 77.8%+9.7pp | 79.9%+7.6pp |
| Annual return | 13.84% | 74.86%-61.0pp | 66.36%-52.5pp | 145.39%-131.6pp |
| Employer contribution / active EE | $2,568 | $4,652-44.8% | $4,175-38.5% | $4,194-38.8% |
| Participant deferral / active EE | $9,510 | $6,159+54.4% | $5,451+74.4% | $6,396+48.7% |
| Admin fee / account holder | $2,224 | $16,880-86.8% | $14,497-84.7% | $12,562-82.3% |