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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 | $304,437 | $196,972+54.6% | $182,262+67.0% | $198,609+53.3% |
| Participation rate | 85.7% | 85.7%0pp | 84.2%+1.5pp | 82.4%+3.3pp |
| Annual return | 13.19% | 158.27%-145.1pp | 140.60%-127.4pp | 202.70%-189.5pp |
| Employer contribution / active EE | $6,470 | $5,364+20.6% | $5,046+28.2% | $5,055+28.0% |
| Participant deferral / active EE | $16,479 | $8,643+90.7% | $8,276+99.1% | $6,977+136.2% |
| Admin fee / account holder | $91,247 | $18,429+395.1% | $16,712+446.0% | $19,030+379.5% |