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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 | $369,887 | $185,905+99.0% | $170,057+117.5% | $139,487+165.2% |
| Participation rate | 90.9% | 87.8%+3.1pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 16.05% | 60.56%-44.5pp | 53.42%-37.4pp | 373.84%-357.8pp |
| Employer contribution / active EE | $8,143 | $7,597+7.2% | $6,790+19.9% | $4,755+71.3% |
| Participant deferral / active EE | $17,956 | $11,627+54.4% | $10,411+72.5% | $6,713+167.5% |
| Admin fee / account holder | $79,849 | $15,397+418.6% | $12,826+522.6% | $11,407+600.0% |