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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 | $365,577 | $211,224+73.1% | $178,505+104.8% | $145,897+150.6% |
| Participation rate | 90.0% | 80.8%+9.2pp | 77.1%+12.9pp | 80.3%+9.7pp |
| Annual return | 15.59% | 30.28%-14.7pp | 27.16%-11.6pp | 552.29%-536.7pp |
| Employer contribution / active EE | $2,310 | $4,577-49.5% | $3,955-41.6% | $4,663-50.5% |
| Participant deferral / active EE | $18,969 | $6,966+172.3% | $6,280+202.0% | $6,689+183.6% |
| Admin fee / account holder | $49,690 | $12,109+310.3% | $10,428+376.5% | $13,390+271.1% |