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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 | $361,578 | $185,905+94.5% | $170,057+112.6% | $139,487+159.2% |
| Participation rate | 81.3% | 87.8%-6.5pp | 87.0%-5.8pp | 80.3%+0.9pp |
| Annual return | 17.79% | 60.56%-42.8pp | 53.42%-35.6pp | 373.84%-356.1pp |
| Employer contribution / active EE | $20,773 | $7,597+173.4% | $6,790+205.9% | $4,755+336.9% |
| Participant deferral / active EE | $20,761 | $11,627+78.6% | $10,411+99.4% | $6,713+209.3% |
| Admin fee / account holder | $11,719 | $15,397-23.9% | $12,826-8.6% | $11,407+2.7% |