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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 | $160,028+57.8% | $147,080+71.7% | $145,884+73.1% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.4pp |
| Annual return | 27.11% | 98.60%-71.5pp | 420.17%-393.1pp | 551.85%-524.7pp |
| Employer contribution / active EE | $9,336 | $5,286+76.6% | $4,933+89.2% | $4,662+100.2% |
| Participant deferral / active EE | $7,560 | $8,422-10.2% | $8,066-6.3% | $6,690+13.0% |
| Admin fee / account holder | $5,346 | $15,030-64.4% | $12,989-58.8% | $13,392-60.1% |