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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 | $263,758 | $114,119+131.1% | $107,187+146.1% | $138,895+89.9% |
| Participation rate | 86.7% | 78.1%+8.6pp | 75.0%+11.6pp | 79.9%+6.7pp |
| Annual return | 15.17% | 273.21%-258.0pp | 204.55%-189.4pp | 145.39%-130.2pp |
| Employer contribution / active EE | $30,011 | $4,059+639.4% | $3,782+693.5% | $4,194+615.5% |
| Participant deferral / active EE | $6,147 | $5,538+11.0% | $5,096+20.6% | $6,396-3.9% |
| Admin fee / account holder | $22,068 | $10,024+120.2% | $9,162+140.9% | $12,562+75.7% |