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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 | $269,517 | $226,105+19.2% | $182,540+47.6% | $152,897+76.3% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.0%+12.0pp | 82.5%+7.5pp |
| Annual return | 56.86% | 192.58%-135.7pp | 148.58%-91.7pp | 345.43%-288.6pp |
| Employer contribution / active EE | $4,745 | $4,978-4.7% | $4,076+16.4% | $4,764-0.4% |
| Participant deferral / active EE | $11,565 | $6,370+81.6% | $5,525+109.3% | $5,851+97.6% |
| Admin fee / account holder | $183,810 | $10,706+1616.9% | $8,593+2039.0% | $11,599+1484.7% |