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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 | $263,972 | $185,883+42.0% | $170,043+55.2% | $139,466+89.3% |
| Participation rate | 90.9% | 87.8%+3.1pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 15.47% | 60.54%-45.1pp | 53.40%-37.9pp | 373.66%-358.2pp |
| Employer contribution / active EE | $3,318 | $7,596-56.3% | $6,790-51.1% | $4,754-30.2% |
| Participant deferral / active EE | $6,557 | $11,626-43.6% | $10,410-37.0% | $6,712-2.3% |
| Admin fee / account holder | $23,252 | $15,393+51.0% | $12,824+81.3% | $11,409+103.8% |