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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 | $287,307 | $202,342+42.0% | $172,753+66.3% | $152,909+87.9% |
| Participation rate | 73.3% | 87.1%-13.7pp | 82.6%-9.3pp | 82.5%-9.1pp |
| Annual return | 15.07% | 1029.88%-1014.8pp | 803.00%-787.9pp | 345.46%-330.4pp |
| Employer contribution / active EE | $1,763 | $5,857-69.9% | $5,144-65.7% | $4,764-63.0% |
| Participant deferral / active EE | $4,157 | $5,948-30.1% | $5,198-20.0% | $5,851-29.0% |
| Admin fee / account holder | $14,556 | $17,112-14.9% | $13,956+4.3% | $11,601+25.5% |