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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 | $252,535 | $178,174+41.7% | $156,181+61.7% | $137,256+84.0% |
| Participation rate | 78.9% | 82.0%-3.1pp | 78.8%+0.1pp | 80.0%-1.0pp |
| Annual return | 15.37% | 84.19%-68.8pp | 64.87%-49.5pp | 220.34%-205.0pp |
| Employer contribution / active EE | $17,691 | $4,972+255.8% | $4,294+312.0% | $4,156+325.7% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $218,081 | $17,404+1153.0% | $14,586+1395.1% | $12,270+1677.3% |