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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 | $262,642 | $160,070+64.1% | $147,117+78.5% | $145,897+80.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 16.39% | 98.69%-82.3pp | 420.54%-404.2pp | 552.29%-535.9pp |
| Employer contribution / active EE | $26,278 | $5,285+397.3% | $4,932+432.7% | $4,663+463.6% |
| Participant deferral / active EE | $17,237 | $8,419+104.7% | $8,065+113.7% | $6,689+157.7% |
| Admin fee / account holder | $518 | $15,035-96.6% | $12,993-96.0% | $13,390-96.1% |