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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 | $254,469 | $196,972+29.2% | $182,262+39.6% | $198,609+28.1% |
| Participation rate | 91.7% | 85.7%+6.0pp | 84.2%+7.5pp | 82.4%+9.3pp |
| Annual return | 8.51% | 158.27%-149.8pp | 140.60%-132.1pp | 202.70%-194.2pp |
| Employer contribution / active EE | $12,479 | $5,364+132.7% | $5,046+147.3% | $5,055+146.9% |
| Participant deferral / active EE | $8,848 | $8,643+2.4% | $8,276+6.9% | $6,977+26.8% |
| Admin fee / account holder | $30,407 | $18,429+65.0% | $16,712+82.0% | $19,030+59.8% |