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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 | $275,706 | $166,131+66.0% | $164,975+67.1% | $145,877+89.0% |
| Participation rate | 91.3% | 82.0%+9.3pp | 78.6%+12.7pp | 80.3%+11.0pp |
| Annual return | 13.88% | 100.37%-86.5pp | 70.12%-56.2pp | 551.28%-537.4pp |
| Employer contribution / active EE | $8,327 | $5,276+57.8% | $4,343+91.7% | $4,663+78.6% |
| Participant deferral / active EE | $13,407 | $6,962+92.6% | $6,033+122.2% | $6,691+100.4% |
| Admin fee / account holder | $1,124 | $16,648-93.3% | $12,688-91.1% | $13,402-91.6% |