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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 | $314,639 | $227,291+38.4% | $214,702+46.5% | $155,188+102.7% |
| Participation rate | 75.0% | 88.0%-13.0pp | 87.5%-12.5pp | 80.8%-5.8pp |
| Annual return | 12.36% | 60.08%-47.7pp | 54.55%-42.2pp | 148.84%-136.5pp |
| Employer contribution / active EE | $18,410 | $6,772+171.9% | $6,461+185.0% | $4,248+333.4% |
| Participant deferral / active EE | $19,363 | $9,582+102.1% | $9,147+111.7% | $6,531+196.5% |
| Admin fee / account holder | $133,751 | $20,413+555.2% | $19,830+574.5% | $14,480+823.7% |