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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 | $653,269 | $155,555+320.0% | $146,866+344.8% | $155,188+321.0% |
| Participation rate | 84.6% | 84.0%+0.7pp | 82.5%+2.1pp | 80.8%+3.8pp |
| Annual return | 15.88% | 115.41%-99.5pp | 102.85%-87.0pp | 148.84%-133.0pp |
| Employer contribution / active EE | $5,754 | $4,647+23.8% | $4,425+30.0% | $4,248+35.5% |
| Participant deferral / active EE | $10,909 | $8,044+35.6% | $7,759+40.6% | $6,531+67.0% |
| Admin fee / account holder | $2,645 | $14,755-82.1% | $13,620-80.6% | $14,480-81.7% |