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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 | $355,943 | $223,823+59.0% | $211,142+68.6% | $154,746+130.0% |
| Participation rate | 92.3% | 87.9%+4.5pp | 87.3%+5.0pp | 80.7%+11.6pp |
| Annual return | 12.92% | 50.39%-37.5pp | 46.84%-33.9pp | 172.34%-159.4pp |
| Employer contribution / active EE | $14,720 | $6,787+116.9% | $6,442+128.5% | $4,379+236.1% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $66,450 | $19,707+237.2% | $19,076+248.3% | $14,365+362.6% |