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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 | $251,333 | $159,934+57.1% | $147,005+71.0% | $145,959+72.2% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+8.0pp |
| Annual return | 16.74% | 98.24%-81.5pp | 418.76%-402.0pp | 561.95%-545.2pp |
| Employer contribution / active EE | $11,907 | $5,287+125.2% | $4,934+141.3% | $4,661+155.5% |
| Participant deferral / active EE | $11,956 | $8,427+41.9% | $8,070+48.2% | $6,689+78.7% |
| Admin fee / account holder | $12,214 | $15,053-18.9% | $13,006-6.1% | $13,398-8.8% |