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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 | $300,233 | $223,823+34.1% | $211,142+42.2% | $154,746+94.0% |
| Participation rate | 92.9% | 87.9%+5.0pp | 87.3%+5.6pp | 80.7%+12.2pp |
| Annual return | 15.10% | 50.39%-35.3pp | 46.84%-31.7pp | 172.34%-157.2pp |
| Employer contribution / active EE | $21,914 | $6,787+222.9% | $6,442+240.2% | $4,379+400.4% |
| Participant deferral / active EE | $13,077 | $9,750+34.1% | $9,284+40.9% | $6,730+94.3% |
| Admin fee / account holder | $73,689 | $19,707+273.9% | $19,076+286.3% | $14,365+413.0% |