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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 | $335,353 | $185,905+80.4% | $170,057+97.2% | $139,487+140.4% |
| Participation rate | 90.9% | 87.8%+3.1pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 15.70% | 60.56%-44.9pp | 53.42%-37.7pp | 373.84%-358.1pp |
| Employer contribution / active EE | $28,957 | $7,597+281.2% | $6,790+326.4% | $4,755+509.0% |
| Participant deferral / active EE | $0 | $11,627-100.0% | $10,411-100.0% | $6,713-100.0% |
| Admin fee / account holder | $112,365 | $15,397+629.8% | $12,826+776.1% | $11,407+885.0% |