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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 | $371,292 | $174,379+112.9% | $152,093+144.1% | $138,895+167.3% |
| Participation rate | 73.9% | 81.6%-7.7pp | 77.8%-3.9pp | 79.9%-6.0pp |
| Annual return | 11.13% | 74.86%-63.7pp | 66.36%-55.2pp | 145.39%-134.3pp |
| Employer contribution / active EE | $2,524 | $4,652-45.7% | $4,175-39.5% | $4,194-39.8% |
| Participant deferral / active EE | $4,213 | $6,159-31.6% | $5,451-22.7% | $6,396-34.1% |
| Admin fee / account holder | $22,788 | $16,880+35.0% | $14,497+57.2% | $12,562+81.4% |