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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 | $250,684 | $209,428+19.7% | $178,498+40.4% | $158,950+57.7% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 12.93% | 188.78%-175.9pp | 151.09%-138.2pp | 302.91%-290.0pp |
| Employer contribution / active EE | $22,304 | $5,707+290.8% | $5,011+345.1% | $4,762+368.4% |
| Participant deferral / active EE | $13,929 | $5,955+133.9% | $5,202+167.8% | $5,983+132.8% |
| Admin fee / account holder | $1,445 | $17,077-91.5% | $13,985-89.7% | $11,248-87.2% |