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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 | $305,247 | $176,077+73.4% | $159,455+91.4% | $167,518+82.2% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 11.65% | 331.83%-320.2pp | 263.63%-252.0pp | 478.71%-467.1pp |
| Employer contribution / active EE | $5,960 | $5,298+12.5% | $4,830+23.4% | $4,838+23.2% |
| Participant deferral / active EE | $10,281 | $7,751+32.6% | $7,353+39.8% | $6,342+62.1% |
| Admin fee / account holder | $16,930 | $12,556+34.8% | $10,800+56.8% | $12,312+37.5% |