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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 | $259,386 | $185,883+39.5% | $170,043+52.5% | $139,466+86.0% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 15.88% | 60.54%-44.7pp | 53.40%-37.5pp | 373.66%-357.8pp |
| Employer contribution / active EE | $8,308 | $7,596+9.4% | $6,790+22.4% | $4,754+74.8% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $19,580 | $15,393+27.2% | $12,824+52.7% | $11,409+71.6% |