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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 | $322,803 | $211,288+52.8% | $178,540+80.8% | $145,884+121.3% |
| Participation rate | 76.9% | 80.8%-3.9pp | 77.1%-0.2pp | 80.3%-3.4pp |
| Annual return | 16.78% | 30.27%-13.5pp | 27.15%-10.4pp | 551.85%-535.1pp |
| Employer contribution / active EE | $9,464 | $4,574+106.9% | $3,953+139.4% | $4,662+103.0% |
| Participant deferral / active EE | $9,517 | $6,967+36.6% | $6,281+51.5% | $6,690+42.3% |
| Admin fee / account holder | $29,519 | $12,105+143.9% | $10,424+183.2% | $13,392+120.4% |