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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 | $256,434 | $209,422+22.4% | $178,503+43.7% | $158,982+61.3% |
| Participation rate | 91.3% | 86.4%+5.0pp | 81.9%+9.4pp | 82.0%+9.3pp |
| Annual return | 17.48% | 188.81%-171.3pp | 151.12%-133.6pp | 302.99%-285.5pp |
| Employer contribution / active EE | $13,011 | $5,707+128.0% | $5,011+159.6% | $4,763+173.2% |
| Participant deferral / active EE | $17,476 | $5,955+193.5% | $5,202+235.9% | $5,983+192.1% |
| Admin fee / account holder | $8,511 | $17,079-50.2% | $13,987-39.1% | $11,252-24.4% |