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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 | $250,578 | $202,326+23.8% | $172,745+45.1% | $152,870+63.9% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 18.02% | 1029.72%-1011.7pp | 802.90%-784.9pp | 345.34%-327.3pp |
| Employer contribution / active EE | $7,872 | $5,858+34.4% | $5,144+53.0% | $4,763+65.3% |
| Participant deferral / active EE | $5,042 | $5,948-15.2% | $5,197-3.0% | $5,850-13.8% |
| Admin fee / account holder | $8,730 | $17,110-49.0% | $13,954-37.4% | $11,597-24.7% |