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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 | $341,248 | $223,823+52.5% | $211,142+61.6% | $154,746+120.5% |
| Participation rate | 95.0% | 87.9%+7.1pp | 87.3%+7.7pp | 80.7%+14.3pp |
| Annual return | 15.98% | 50.39%-34.4pp | 46.84%-30.9pp | 172.34%-156.4pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $13,580 | $9,750+39.3% | $9,284+46.3% | $6,730+101.8% |
| Admin fee / account holder | $7,396 | $19,707-62.5% | $19,076-61.2% | $14,365-48.5% |