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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 | $343,099 | $211,224+62.4% | $178,505+92.2% | $145,897+135.2% |
| Participation rate | 92.9% | 80.8%+12.0pp | 77.1%+15.7pp | 80.3%+12.6pp |
| Annual return | 13.11% | 30.28%-17.2pp | 27.16%-14.0pp | 552.29%-539.2pp |
| Employer contribution / active EE | $5,934 | $4,577+29.7% | $3,955+50.0% | $4,663+27.3% |
| Participant deferral / active EE | $7,409 | $6,966+6.4% | $6,280+18.0% | $6,689+10.8% |
| Admin fee / account holder | $20,576 | $12,109+69.9% | $10,428+97.3% | $13,390+53.7% |