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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 | $213,785+51.2% | $185,441+74.4% | $155,188+108.3% |
| Participation rate | 93.8% | 83.2%+10.5pp | 80.3%+13.5pp | 80.8%+12.9pp |
| Annual return | 13.96% | 19.97%-6.0pp | 20.16%-6.2pp | 148.84%-134.9pp |
| Employer contribution / active EE | $22,584 | $5,393+318.8% | $4,672+383.4% | $4,248+431.7% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $29,306 | $21,134+38.7% | $17,890+63.8% | $14,480+102.4% |