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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 | $250,399 | $217,427+15.2% | $185,837+34.7% | $167,518+49.5% |
| Participation rate | 91.7% | 86.0%+5.6pp | 81.7%+10.0pp | 82.1%+9.6pp |
| Annual return | 10.42% | 148.39%-138.0pp | 122.08%-111.7pp | 478.71%-468.3pp |
| Employer contribution / active EE | $6,179 | $5,874+5.2% | $5,168+19.6% | $4,838+27.7% |
| Participant deferral / active EE | $6,132 | $6,357-3.5% | $5,568+10.1% | $6,342-3.3% |
| Admin fee / account holder | $2,786 | $19,816-85.9% | $16,241-82.8% | $12,312-77.4% |