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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 | $277,061 | $160,070+73.1% | $147,117+88.3% | $145,897+89.9% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 10.72% | 98.69%-88.0pp | 420.54%-409.8pp | 552.29%-541.6pp |
| Employer contribution / active EE | $14,594 | $5,285+176.2% | $4,932+195.9% | $4,663+213.0% |
| Participant deferral / active EE | $15,406 | $8,419+83.0% | $8,065+91.0% | $6,689+130.3% |
| Admin fee / account holder | $13,151 | $15,035-12.5% | $12,993+1.2% | $13,390-1.8% |