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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 | $415,856 | $185,905+123.7% | $170,057+144.5% | $139,487+198.1% |
| Participation rate | 90.9% | 87.8%+3.1pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 13.45% | 60.56%-47.1pp | 53.42%-40.0pp | 373.84%-360.4pp |
| Employer contribution / active EE | $7,582 | $7,597-0.2% | $6,790+11.7% | $4,755+59.5% |
| Participant deferral / active EE | $10,567 | $11,627-9.1% | $10,411+1.5% | $6,713+57.4% |
| Admin fee / account holder | $19,921 | $15,397+29.4% | $12,826+55.3% | $11,407+74.6% |