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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 | $358,043 | $133,998+167.2% | $112,263+218.9% | $134,545+166.1% |
| Participation rate | 91.7% | 78.6%+13.1pp | 75.1%+16.6pp | 81.2%+10.4pp |
| Annual return | 2.21% | 47.17%-45.0pp | 27.49%-25.3pp | 418.37%-416.2pp |
| Employer contribution / active EE | $19,887 | $4,040+392.2% | $3,636+446.9% | $4,742+319.4% |
| Participant deferral / active EE | $7,051 | $5,292+33.2% | $4,729+49.1% | $6,401+10.1% |
| Admin fee / account holder | $2,237 | $7,493-70.1% | $6,410-65.1% | $11,431-80.4% |