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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 | $275,390 | $201,372+36.8% | $184,260+49.5% | $145,884+88.8% |
| Participation rate | 93.3% | 87.5%+5.8pp | 86.8%+6.5pp | 80.3%+13.0pp |
| Annual return | 11.83% | 29.04%-17.2pp | 28.84%-17.0pp | 551.85%-540.0pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $12,639 | $9,808+28.9% | $9,133+38.4% | $6,690+88.9% |
| Admin fee / account holder | $965 | $16,362-94.1% | $13,898-93.1% | $13,392-92.8% |