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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 | $266,870 | $166,268+60.5% | $165,100+61.6% | $145,897+82.9% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 12.50% | 100.52%-88.0pp | 70.21%-57.7pp | 552.29%-539.8pp |
| Employer contribution / active EE | $13,056 | $5,284+147.1% | $4,348+200.3% | $4,663+180.0% |
| Participant deferral / active EE | $12,212 | $6,964+75.4% | $6,035+102.3% | $6,689+82.6% |
| Admin fee / account holder | $146,844 | $16,659+781.5% | $12,696+1056.7% | $13,390+996.6% |