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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 | $253,098 | $160,070+58.1% | $147,117+72.0% | $145,897+73.5% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 13.38% | 98.69%-85.3pp | 420.54%-407.2pp | 552.29%-538.9pp |
| Employer contribution / active EE | $9,540 | $5,285+80.5% | $4,932+93.4% | $4,663+104.6% |
| Participant deferral / active EE | $26,059 | $8,419+209.5% | $8,065+223.1% | $6,689+289.6% |
| Admin fee / account holder | $26,058 | $15,035+73.3% | $12,993+100.6% | $13,390+94.6% |