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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 | $273,119 | $134,817+102.6% | $123,973+120.3% | $155,188+76.0% |
| Participation rate | 88.9% | 79.4%+9.5pp | 76.7%+12.2pp | 80.8%+8.1pp |
| Annual return | 10.19% | 515.49%-505.3pp | 388.13%-377.9pp | 148.84%-138.6pp |
| Employer contribution / active EE | $17,300 | $4,425+291.0% | $4,126+319.3% | $4,248+307.3% |
| Participant deferral / active EE | $12,444 | $5,706+118.1% | $5,247+137.2% | $6,531+90.5% |
| Admin fee / account holder | $3,697 | $13,245-72.1% | $11,799-68.7% | $14,480-74.5% |