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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 | $287,556 | $202,342+42.1% | $172,752+66.5% | $152,897+88.1% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.5%-4.7pp |
| Annual return | 21.15% | 1029.83%-1008.7pp | 802.97%-781.8pp | 345.43%-324.3pp |
| Employer contribution / active EE | $3,721 | $5,858-36.5% | $5,144-27.7% | $4,764-21.9% |
| Participant deferral / active EE | $6,839 | $5,948+15.0% | $5,198+31.6% | $5,851+16.9% |
| Admin fee / account holder | $5,637 | $17,111-67.1% | $13,955-59.6% | $11,599-51.4% |