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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 | $276,557 | $159,978+72.9% | $147,041+88.1% | $145,978+89.5% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+11.9pp | 80.3%+13.8pp |
| Annual return | 13.72% | 98.36%-84.6pp | 419.21%-405.5pp | 550.52%-536.8pp |
| Employer contribution / active EE | $13,633 | $5,288+157.8% | $4,935+176.3% | $4,662+192.4% |
| Participant deferral / active EE | $7,484 | $8,429-11.2% | $8,071-7.3% | $6,690+11.9% |
| Admin fee / account holder | $5,269 | $15,053-65.0% | $13,006-59.5% | $13,400-60.7% |