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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 | $276,262 | $209,405+31.9% | $178,486+54.8% | $158,931+73.8% |
| Participation rate | 82.4% | 86.4%-4.0pp | 81.9%+0.4pp | 82.0%+0.4pp |
| Annual return | 12.16% | 188.77%-176.6pp | 151.08%-138.9pp | 302.86%-290.7pp |
| Employer contribution / active EE | $10,757 | $5,707+88.5% | $5,011+114.7% | $4,761+125.9% |
| Participant deferral / active EE | $6,896 | $5,954+15.8% | $5,202+32.6% | $5,982+15.3% |
| Admin fee / account holder | $11,437 | $17,076-33.0% | $13,985-18.2% | $11,247+1.7% |