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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 | $299,210 | $183,592+63.0% | $155,567+92.3% | $145,959+105.0% |
| Participation rate | 93.8% | 82.7%+11.1pp | 78.2%+15.6pp | 80.3%+13.5pp |
| Annual return | 19.27% | 61.24%-42.0pp | 64.74%-45.5pp | 561.95%-542.7pp |
| Employer contribution / active EE | $32,332 | $5,315+508.3% | $4,674+591.7% | $4,661+593.7% |
| Participant deferral / active EE | $19,332 | $6,464+199.1% | $5,628+243.5% | $6,689+189.0% |
| Admin fee / account holder | $12,709 | $19,318-34.2% | $15,916-20.2% | $13,398-5.1% |