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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 | $166,131+60.6% | $164,975+61.8% | $145,877+82.9% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 12.50% | 100.37%-87.9pp | 70.12%-57.6pp | 551.28%-538.8pp |
| Employer contribution / active EE | $13,056 | $5,276+147.5% | $4,343+200.6% | $4,663+180.0% |
| Participant deferral / active EE | $12,212 | $6,962+75.4% | $6,033+102.4% | $6,691+82.5% |
| Admin fee / account holder | $146,844 | $16,648+782.1% | $12,688+1057.3% | $13,402+995.7% |