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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 | $291,863 | $148,623+96.4% | $135,974+114.6% | $139,466+109.3% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 13.14% | 79.30%-66.2pp | 68.30%-55.2pp | 373.66%-360.5pp |
| Employer contribution / active EE | $7,500 | $5,246+43.0% | $4,859+54.4% | $4,754+57.8% |
| Participant deferral / active EE | $13,269 | $8,103+63.8% | $7,760+71.0% | $6,712+97.7% |
| Admin fee / account holder | $27,761 | $12,406+123.8% | $10,767+157.8% | $11,409+143.3% |