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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 | $270,110 | $160,070+68.7% | $147,117+83.6% | $145,897+85.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 15.81% | 98.69%-82.9pp | 420.54%-404.7pp | 552.29%-536.5pp |
| Employer contribution / active EE | $43,011 | $5,285+713.9% | $4,932+772.0% | $4,663+822.5% |
| Participant deferral / active EE | $17,322 | $8,419+105.7% | $8,065+114.8% | $6,689+159.0% |
| Admin fee / account holder | $49,400 | $15,035+228.6% | $12,993+280.2% | $13,390+268.9% |