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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 | $266,344 | $166,268+60.2% | $165,100+61.3% | $145,897+82.6% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 11.28% | 100.52%-89.2pp | 70.21%-58.9pp | 552.29%-541.0pp |
| Employer contribution / active EE | $11,458 | $5,284+116.8% | $4,348+163.5% | $4,663+145.7% |
| Participant deferral / active EE | $9,508 | $6,964+36.5% | $6,035+57.5% | $6,689+42.1% |
| Admin fee / account holder | $2,088 | $16,659-87.5% | $12,696-83.6% | $13,390-84.4% |