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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 | $308,598 | $165,399+86.6% | $149,745+106.1% | $158,982+94.1% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 16.70% | 348.34%-331.6pp | 276.72%-260.0pp | 302.99%-286.3pp |
| Employer contribution / active EE | $13,512 | $5,105+164.7% | $4,646+190.9% | $4,763+183.7% |
| Participant deferral / active EE | $8,289 | $7,183+15.4% | $6,843+21.1% | $5,983+38.5% |
| Admin fee / account holder | $28,455 | $10,811+163.2% | $9,312+205.6% | $11,252+152.9% |