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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 | $369,746 | $160,040+131.0% | $147,096+151.4% | $145,877+153.5% |
| Participation rate | 82.4% | 84.0%-1.7pp | 82.2%+0.2pp | 80.3%+2.1pp |
| Annual return | 10.97% | 98.49%-87.5pp | 419.75%-408.8pp | 551.28%-540.3pp |
| Employer contribution / active EE | $6,832 | $5,289+29.2% | $4,936+38.4% | $4,663+46.5% |
| Participant deferral / active EE | $13,697 | $8,429+62.5% | $8,071+69.7% | $6,691+104.7% |
| Admin fee / account holder | $71,615 | $15,050+375.9% | $13,005+450.7% | $13,402+434.4% |