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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 | $387,433 | $172,111+125.1% | $150,298+157.8% | $137,256+182.3% |
| Participation rate | 94.4% | 81.7%+12.7pp | 77.8%+16.7pp | 80.0%+14.5pp |
| Annual return | 14.89% | 69.37%-54.5pp | 62.79%-47.9pp | 220.34%-205.5pp |
| Employer contribution / active EE | $14,605 | $4,636+215.0% | $4,154+251.6% | $4,156+251.4% |
| Participant deferral / active EE | $7,306 | $6,166+18.5% | $5,453+34.0% | $6,407+14.0% |
| Admin fee / account holder | $25,692 | $16,471+56.0% | $14,116+82.0% | $12,270+109.4% |