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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 | $381,489 | $160,070+138.3% | $147,117+159.3% | $145,897+161.5% |
| Participation rate | 82.6% | 84.0%-1.4pp | 82.2%+0.4pp | 80.3%+2.3pp |
| Annual return | 11.31% | 98.69%-87.4pp | 420.54%-409.2pp | 552.29%-541.0pp |
| Employer contribution / active EE | $13,478 | $5,285+155.1% | $4,932+173.3% | $4,663+189.1% |
| Participant deferral / active EE | $8,585 | $8,419+2.0% | $8,065+6.5% | $6,689+28.3% |
| Admin fee / account holder | $14,807 | $15,035-1.5% | $12,993+14.0% | $13,390+10.6% |