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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 | $367,499 | $159,978+129.7% | $147,041+149.9% | $145,978+151.7% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 13.20% | 98.36%-85.2pp | 419.21%-406.0pp | 550.52%-537.3pp |
| Employer contribution / active EE | $13,231 | $5,288+150.2% | $4,935+168.1% | $4,662+183.8% |
| Participant deferral / active EE | $6,006 | $8,429-28.7% | $8,071-25.6% | $6,690-10.2% |
| Admin fee / account holder | $12,495 | $15,053-17.0% | $13,006-3.9% | $13,400-6.8% |