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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 | $267,210 | $160,040+67.0% | $147,096+81.7% | $145,877+83.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 11.01% | 98.49%-87.5pp | 419.75%-408.7pp | 551.28%-540.3pp |
| Employer contribution / active EE | $9,679 | $5,289+83.0% | $4,936+96.1% | $4,663+107.6% |
| Participant deferral / active EE | $13,163 | $8,429+56.2% | $8,071+63.1% | $6,691+96.7% |
| Admin fee / account holder | $45,451 | $15,050+202.0% | $13,005+249.5% | $13,402+239.1% |