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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 | $401,607 | $160,028+151.0% | $147,080+173.1% | $145,884+175.3% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 20.56% | 98.60%-78.0pp | 420.17%-399.6pp | 551.85%-531.3pp |
| Employer contribution / active EE | $9,432 | $5,286+78.4% | $4,933+91.2% | $4,662+102.3% |
| Participant deferral / active EE | $6,420 | $8,422-23.8% | $8,066-20.4% | $6,690-4.0% |
| Admin fee / account holder | $15,139 | $15,030+0.7% | $12,989+16.6% | $13,392+13.0% |