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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 | $283,050 | $211,288+34.0% | $178,540+58.5% | $145,884+94.0% |
| Participation rate | 94.4% | 80.8%+13.6pp | 77.1%+17.3pp | 80.3%+14.1pp |
| Annual return | 15.02% | 30.27%-15.2pp | 27.15%-12.1pp | 551.85%-536.8pp |
| Employer contribution / active EE | $7,810 | $4,574+70.7% | $3,953+97.6% | $4,662+67.5% |
| Participant deferral / active EE | $16,197 | $6,967+132.5% | $6,281+157.9% | $6,690+142.1% |
| Admin fee / account holder | $6,011 | $12,105-50.3% | $10,424-42.3% | $13,392-55.1% |