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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 | $324,905 | $155,555+108.9% | $146,866+121.2% | $155,188+109.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 16.19% | 115.41%-99.2pp | 102.85%-86.7pp | 148.84%-132.6pp |
| Employer contribution / active EE | $14,314 | $4,647+208.0% | $4,425+223.5% | $4,248+237.0% |
| Participant deferral / active EE | $8,883 | $8,044+10.4% | $7,759+14.5% | $6,531+36.0% |
| Admin fee / account holder | $264,384 | $14,755+1691.8% | $13,620+1841.1% | $14,480+1725.9% |