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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 | $165,361+86.6% | $149,715+106.1% | $158,950+94.1% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 16.70% | 348.24%-331.5pp | 276.66%-260.0pp | 302.91%-286.2pp |
| Employer contribution / active EE | $13,512 | $5,103+164.8% | $4,645+190.9% | $4,762+183.8% |
| Participant deferral / active EE | $8,289 | $7,182+15.4% | $6,842+21.1% | $5,983+38.5% |
| Admin fee / account holder | $28,455 | $10,808+163.3% | $9,310+205.7% | $11,248+153.0% |