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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 | $304,667 | $196,972+54.7% | $182,262+67.2% | $198,609+53.4% |
| Participation rate | 88.2% | 85.7%+2.5pp | 84.2%+4.0pp | 82.4%+5.9pp |
| Annual return | 9.03% | 158.27%-149.2pp | 140.60%-131.6pp | 202.70%-193.7pp |
| Employer contribution / active EE | $21,393 | $5,364+298.9% | $5,046+324.0% | $5,055+323.2% |
| Participant deferral / active EE | $11,514 | $8,643+33.2% | $8,276+39.1% | $6,977+65.0% |
| Admin fee / account holder | $61,253 | $18,429+232.4% | $16,712+266.5% | $19,030+221.9% |