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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 | $257,011 | $211,239+21.7% | $178,528+44.0% | $145,877+76.2% |
| Participation rate | 84.2% | 80.8%+3.4pp | 77.1%+7.1pp | 80.3%+3.9pp |
| Annual return | 60.93% | 30.22%+30.7pp | 27.11%+33.8pp | 551.28%-490.4pp |
| Employer contribution / active EE | $4,892 | $4,570+7.0% | $3,950+23.8% | $4,663+4.9% |
| Participant deferral / active EE | $9,545 | $6,963+37.1% | $6,278+52.0% | $6,691+42.7% |
| Admin fee / account holder | $55,035 | $12,095+355.0% | $10,419+428.2% | $13,402+310.6% |