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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 | $261,202 | $160,070+63.2% | $147,117+77.5% | $145,897+79.0% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.1pp | 80.3%+13.0pp |
| Annual return | 11.39% | 98.69%-87.3pp | 420.54%-409.1pp | 552.29%-540.9pp |
| Employer contribution / active EE | $10,703 | $5,285+102.5% | $4,932+117.0% | $4,663+129.6% |
| Participant deferral / active EE | $9,318 | $8,419+10.7% | $8,065+15.5% | $6,689+39.3% |
| Admin fee / account holder | $147,230 | $15,035+879.2% | $12,993+1033.2% | $13,390+999.5% |