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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 | $251,267 | $148,623+69.1% | $135,974+84.8% | $139,466+80.2% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 15.11% | 79.30%-64.2pp | 68.30%-53.2pp | 373.66%-358.6pp |
| Employer contribution / active EE | $4,312 | $5,246-17.8% | $4,859-11.3% | $4,754-9.3% |
| Participant deferral / active EE | $11,710 | $8,103+44.5% | $7,760+50.9% | $6,712+74.5% |
| Admin fee / account holder | $108,212 | $12,406+772.3% | $10,767+905.1% | $11,409+848.5% |