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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 | $223,823+40.6% | $211,142+49.0% | $154,746+103.3% |
| Participation rate | 75.0% | 87.9%-12.9pp | 87.3%-12.3pp | 80.7%-5.7pp |
| Annual return | 12.36% | 50.39%-38.0pp | 46.84%-34.5pp | 172.34%-160.0pp |
| Employer contribution / active EE | $18,410 | $6,787+171.3% | $6,442+185.8% | $4,379+320.4% |
| Participant deferral / active EE | $19,363 | $9,750+98.6% | $9,284+108.6% | $6,730+187.7% |
| Admin fee / account holder | $133,751 | $19,707+578.7% | $19,076+601.2% | $14,365+831.1% |