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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 | $285,284 | $211,224+35.1% | $178,505+59.8% | $145,897+95.5% |
| Participation rate | 88.9% | 80.8%+8.1pp | 77.1%+11.8pp | 80.3%+8.6pp |
| Annual return | 14.19% | 30.28%-16.1pp | 27.16%-13.0pp | 552.29%-538.1pp |
| Employer contribution / active EE | $3,733 | $4,577-18.4% | $3,955-5.6% | $4,663-19.9% |
| Participant deferral / active EE | $22,130 | $6,966+217.7% | $6,280+252.4% | $6,689+230.8% |
| Admin fee / account holder | $230,707 | $12,109+1805.2% | $10,428+2112.4% | $13,390+1622.9% |