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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 | $348,906 | $254,759+37.0% | $216,567+61.1% | $198,609+75.7% |
| Participation rate | 93.3% | 84.5%+8.8pp | 81.6%+11.7pp | 82.4%+11.0pp |
| Annual return | 5.24% | 10.04%-4.8pp | 12.94%-7.7pp | 202.70%-197.5pp |
| Employer contribution / active EE | $23,160 | $6,096+279.9% | $5,216+344.0% | $5,055+358.1% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $18,271 | $26,311-30.6% | $21,981-16.9% | $19,030-4.0% |