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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 | $264,131 | $198,457+33.1% | $170,435+55.0% | $147,586+79.0% |
| Participation rate | 93.8% | 88.0%+5.8pp | 83.6%+10.2pp | 82.8%+10.9pp |
| Annual return | 11.93% | 257.30%-245.4pp | 205.94%-194.0pp | 578.59%-566.7pp |
| Employer contribution / active EE | $8,471 | $6,183+37.0% | $5,432+55.9% | $4,876+73.7% |
| Participant deferral / active EE | $4,095 | $5,629-27.3% | $4,939-17.1% | $5,439-24.7% |
| Admin fee / account holder | $56,608 | $16,852+235.9% | $13,881+307.8% | $10,886+420.0% |