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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 | $323,973 | $159,934+102.6% | $147,005+120.4% | $145,959+122.0% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 16.13% | 98.24%-82.1pp | 418.76%-402.6pp | 561.95%-545.8pp |
| Employer contribution / active EE | $6,411 | $5,287+21.3% | $4,934+29.9% | $4,661+37.6% |
| Participant deferral / active EE | $8,591 | $8,427+1.9% | $8,070+6.5% | $6,689+28.4% |
| Admin fee / account holder | $85,527 | $15,053+468.2% | $13,006+557.6% | $13,398+538.4% |