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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 | $313,712 | $201,372+55.8% | $184,260+70.3% | $145,884+115.0% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 13.95% | 29.04%-15.1pp | 28.84%-14.9pp | 551.85%-537.9pp |
| Employer contribution / active EE | $17,028 | $7,024+142.4% | $6,427+164.9% | $4,662+265.2% |
| Participant deferral / active EE | $19,278 | $9,808+96.6% | $9,133+111.1% | $6,690+188.2% |
| Admin fee / account holder | $1,492 | $16,362-90.9% | $13,898-89.3% | $13,392-88.9% |