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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 | $331,905 | $176,105+88.5% | $159,474+108.1% | $167,536+98.1% |
| Participation rate | 83.3% | 85.0%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 15.59% | 331.91%-316.3pp | 263.68%-248.1pp | 478.82%-463.2pp |
| Employer contribution / active EE | $8,859 | $5,299+67.2% | $4,831+83.4% | $4,839+83.1% |
| Participant deferral / active EE | $10,801 | $7,751+39.3% | $7,353+46.9% | $6,342+70.3% |
| Admin fee / account holder | $63,335 | $12,559+404.3% | $10,802+486.3% | $12,315+414.3% |