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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 | $288,040 | $160,070+79.9% | $147,117+95.8% | $145,897+97.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 16.59% | 98.69%-82.1pp | 420.54%-404.0pp | 552.29%-535.7pp |
| Employer contribution / active EE | $5,950 | $5,285+12.6% | $4,932+20.6% | $4,663+27.6% |
| Participant deferral / active EE | $11,609 | $8,419+37.9% | $8,065+44.0% | $6,689+73.6% |
| Admin fee / account holder | $11,408 | $15,035-24.1% | $12,993-12.2% | $13,390-14.8% |