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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 | $299,431 | $217,432+37.7% | $185,851+61.1% | $167,553+78.7% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 21.43% | 148.43%-127.0pp | 122.11%-100.7pp | 478.89%-457.5pp |
| Employer contribution / active EE | $19,702 | $5,874+235.4% | $5,168+281.2% | $4,840+307.1% |
| Participant deferral / active EE | $14,625 | $6,357+130.1% | $5,569+162.6% | $6,343+130.6% |
| Admin fee / account holder | $1,857 | $19,820-90.6% | $16,245-88.6% | $12,316-84.9% |