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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 | $323,324 | $254,759+26.9% | $216,567+49.3% | $198,609+62.8% |
| Participation rate | 93.8% | 84.5%+9.2pp | 81.6%+12.1pp | 82.4%+11.4pp |
| Annual return | 13.96% | 10.04%+3.9pp | 12.94%+1.0pp | 202.70%-188.7pp |
| Employer contribution / active EE | $22,584 | $6,096+270.4% | $5,216+333.0% | $5,055+346.7% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $29,306 | $26,311+11.4% | $21,981+33.3% | $19,030+54.0% |