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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 | $274,698 | $160,070+71.6% | $147,117+86.7% | $145,897+88.3% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 10.45% | 98.69%-88.2pp | 420.54%-410.1pp | 552.29%-541.8pp |
| Employer contribution / active EE | $10,907 | $5,285+106.4% | $4,932+121.1% | $4,663+133.9% |
| Participant deferral / active EE | $12,184 | $8,419+44.7% | $8,065+51.1% | $6,689+82.1% |
| Admin fee / account holder | $73,560 | $15,035+389.2% | $12,993+466.2% | $13,390+449.3% |