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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 | $264,211 | $202,342+30.6% | $172,752+52.9% | $152,897+72.8% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.5%-0.6pp |
| Annual return | 21.63% | 1029.83%-1008.2pp | 802.97%-781.3pp | 345.43%-323.8pp |
| Employer contribution / active EE | $2,813 | $5,858-52.0% | $5,144-45.3% | $4,764-40.9% |
| Participant deferral / active EE | $8,129 | $5,948+36.7% | $5,198+56.4% | $5,851+38.9% |
| Admin fee / account holder | $15,680 | $17,111-8.4% | $13,955+12.4% | $11,599+35.2% |