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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 | $268,299 | $166,131+61.5% | $164,975+62.6% | $145,877+83.9% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 12.20% | 100.37%-88.2pp | 70.12%-57.9pp | 551.28%-539.1pp |
| Employer contribution / active EE | $7,129 | $5,276+35.1% | $4,343+64.2% | $4,663+52.9% |
| Participant deferral / active EE | $10,654 | $6,962+53.0% | $6,033+76.6% | $6,691+59.2% |
| Admin fee / account holder | $19,300 | $16,648+15.9% | $12,688+52.1% | $13,402+44.0% |