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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 | $291,935 | $165,361+76.5% | $149,715+95.0% | $158,950+83.7% |
| Participation rate | 93.8% | 84.6%+9.2pp | 82.5%+11.3pp | 82.0%+11.8pp |
| Annual return | 12.80% | 348.24%-335.4pp | 276.66%-263.9pp | 302.91%-290.1pp |
| Employer contribution / active EE | $15,374 | $5,103+201.2% | $4,645+231.0% | $4,762+222.9% |
| Participant deferral / active EE | $10,682 | $7,182+48.7% | $6,842+56.1% | $5,983+78.5% |
| Admin fee / account holder | $45,537 | $10,808+321.3% | $9,310+389.1% | $11,248+304.8% |