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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 | $181,062+63.3% | $158,223+86.8% | $155,188+90.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 79.2%+8.3pp | 80.8%+6.7pp |
| Annual return | 13.84% | 57.39%-43.5pp | 52.09%-38.2pp | 148.84%-135.0pp |
| Employer contribution / active EE | $2,568 | $4,565-43.7% | $4,109-37.5% | $4,248-39.6% |
| Participant deferral / active EE | $9,510 | $6,134+55.0% | $5,467+73.9% | $6,531+45.6% |
| Admin fee / account holder | $2,224 | $18,825-88.2% | $16,047-86.1% | $14,480-84.6% |