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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 | $211,239+35.1% | $178,528+59.8% | $145,877+95.6% |
| Participation rate | 88.9% | 80.8%+8.1pp | 77.1%+11.8pp | 80.3%+8.6pp |
| Annual return | 14.19% | 30.22%-16.0pp | 27.11%-12.9pp | 551.28%-537.1pp |
| Employer contribution / active EE | $3,733 | $4,570-18.3% | $3,950-5.5% | $4,663-19.9% |
| Participant deferral / active EE | $22,130 | $6,963+217.8% | $6,278+252.5% | $6,691+230.8% |
| Admin fee / account holder | $230,707 | $12,095+1807.5% | $10,419+2114.3% | $13,402+1621.4% |