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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 | $345,807 | $183,592+88.4% | $155,574+122.3% | $145,877+137.1% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 10.27% | 61.37%-51.1pp | 64.87%-54.6pp | 551.28%-541.0pp |
| Employer contribution / active EE | $19,253 | $5,317+262.1% | $4,676+311.8% | $4,663+312.9% |
| Participant deferral / active EE | $20,382 | $6,466+215.2% | $5,629+262.1% | $6,691+204.6% |
| Admin fee / account holder | $32,082 | $19,316+66.1% | $15,914+101.6% | $13,402+139.4% |