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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 | $252,539 | $160,070+57.8% | $147,117+71.7% | $145,897+73.1% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.4pp |
| Annual return | 27.11% | 98.69%-71.6pp | 420.54%-393.4pp | 552.29%-525.2pp |
| Employer contribution / active EE | $9,336 | $5,285+76.7% | $4,932+89.3% | $4,663+100.2% |
| Participant deferral / active EE | $7,560 | $8,419-10.2% | $8,065-6.3% | $6,689+13.0% |
| Admin fee / account holder | $5,346 | $15,035-64.4% | $12,993-58.9% | $13,390-60.1% |