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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 | $283,418 | $148,623+90.7% | $135,974+108.4% | $139,466+103.2% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 12.44% | 79.30%-66.9pp | 68.30%-55.9pp | 373.66%-361.2pp |
| Employer contribution / active EE | $7,659 | $5,246+46.0% | $4,859+57.6% | $4,754+61.1% |
| Participant deferral / active EE | $14,020 | $8,103+73.0% | $7,760+80.7% | $6,712+108.9% |
| Admin fee / account holder | $55,502 | $12,406+347.4% | $10,767+415.5% | $11,409+386.5% |