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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 | $334,575 | $211,239+58.4% | $178,528+87.4% | $145,877+129.4% |
| Participation rate | 81.8% | 80.8%+1.0pp | 77.1%+4.7pp | 80.3%+1.5pp |
| Annual return | 23.19% | 30.22%-7.0pp | 27.11%-3.9pp | 551.28%-528.1pp |
| Employer contribution / active EE | $11,348 | $4,570+148.3% | $3,950+187.3% | $4,663+143.4% |
| Participant deferral / active EE | $11,921 | $6,963+71.2% | $6,278+89.9% | $6,691+78.2% |
| Admin fee / account holder | $6,777 | $12,095-44.0% | $10,419-35.0% | $13,402-49.4% |