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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 | $318,974 | $209,425+52.3% | $178,499+78.7% | $158,966+100.7% |
| Participation rate | 92.3% | 86.4%+6.0pp | 81.9%+10.4pp | 82.0%+10.3pp |
| Annual return | 11.09% | 188.80%-177.7pp | 151.10%-140.0pp | 302.95%-291.9pp |
| Employer contribution / active EE | $2,624 | $5,707-54.0% | $5,011-47.6% | $4,762-44.9% |
| Participant deferral / active EE | $5,264 | $5,955-11.6% | $5,202+1.2% | $5,983-12.0% |
| Admin fee / account holder | $132,876 | $17,078+678.0% | $13,986+850.0% | $11,250+1081.1% |