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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 | $270,957 | $160,059+69.3% | $140,019+93.5% | $135,380+100.1% |
| Participation rate | 76.9% | 88.5%-11.6pp | 87.5%-10.6pp | 82.6%-5.7pp |
| Annual return | 8.06% | 911.48%-903.4pp | 651.17%-643.1pp | 519.81%-511.7pp |
| Employer contribution / active EE | $7,641 | $6,420+19.0% | $5,605+36.3% | $4,779+59.9% |
| Participant deferral / active EE | $9,913 | $7,641+29.7% | $6,927+43.1% | $5,609+76.7% |
| Admin fee / account holder | $81,285 | $13,328+509.9% | $10,705+659.3% | $10,828+650.7% |