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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 | $297,470 | $223,823+32.9% | $211,142+40.9% | $154,746+92.2% |
| Participation rate | 83.3% | 87.9%-4.5pp | 87.3%-4.0pp | 80.7%+2.6pp |
| Annual return | 13.49% | 50.39%-36.9pp | 46.84%-33.3pp | 172.34%-158.8pp |
| Employer contribution / active EE | $3,908 | $6,787-42.4% | $6,442-39.3% | $4,379-10.8% |
| Participant deferral / active EE | $11,223 | $9,750+15.1% | $9,284+20.9% | $6,730+66.7% |
| Admin fee / account holder | $56,473 | $19,707+186.6% | $19,076+196.0% | $14,365+293.1% |