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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 | $276,929 | $157,304+76.0% | $141,197+96.1% | $152,909+81.1% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 25.30% | 64.34%-39.0pp | 71.41%-46.1pp | 345.46%-320.2pp |
| Employer contribution / active EE | $4,325 | $5,263-17.8% | $4,736-8.7% | $4,764-9.2% |
| Participant deferral / active EE | $9,940 | $7,111+39.8% | $6,710+48.1% | $5,851+69.9% |
| Admin fee / account holder | $615 | $12,126-94.9% | $10,265-94.0% | $11,601-94.7% |