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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 | $311,159 | $160,070+94.4% | $147,117+111.5% | $145,897+113.3% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 11.59% | 98.69%-87.1pp | 420.54%-409.0pp | 552.29%-540.7pp |
| Employer contribution / active EE | $5,692 | $5,285+7.7% | $4,932+15.4% | $4,663+22.1% |
| Participant deferral / active EE | $10,994 | $8,419+30.6% | $8,065+36.3% | $6,689+64.3% |
| Admin fee / account holder | $19,567 | $15,035+30.1% | $12,993+50.6% | $13,390+46.1% |