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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 | $199,109+62.4% | $173,730+86.1% | $154,746+108.9% |
| Participation rate | 93.8% | 82.8%+10.9pp | 79.6%+14.2pp | 80.7%+13.0pp |
| Annual return | 13.96% | 20.02%-6.1pp | 19.96%-6.0pp | 172.34%-158.4pp |
| Employer contribution / active EE | $22,584 | $5,311+325.2% | $4,577+393.4% | $4,379+415.7% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $29,306 | $20,916+40.1% | $17,523+67.2% | $14,365+104.0% |