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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 | $318,198 | $185,905+71.2% | $170,057+87.1% | $139,487+128.1% |
| Participation rate | 95.0% | 87.8%+7.2pp | 87.0%+8.0pp | 80.3%+14.7pp |
| Annual return | 17.45% | 60.56%-43.1pp | 53.42%-36.0pp | 373.84%-356.4pp |
| Employer contribution / active EE | $7,617 | $7,597+0.3% | $6,790+12.2% | $4,755+60.2% |
| Participant deferral / active EE | $0 | $11,627-100.0% | $10,411-100.0% | $6,713-100.0% |
| Admin fee / account holder | $4,376 | $15,397-71.6% | $12,826-65.9% | $11,407-61.6% |