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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 | $292,146 | $209,428+39.5% | $178,498+63.7% | $158,950+83.8% |
| Participation rate | 91.7% | 86.4%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 16.98% | 188.78%-171.8pp | 151.09%-134.1pp | 302.91%-285.9pp |
| Employer contribution / active EE | $11,937 | $5,707+109.2% | $5,011+138.2% | $4,762+150.7% |
| Participant deferral / active EE | $7,583 | $5,955+27.3% | $5,202+45.8% | $5,983+26.8% |
| Admin fee / account holder | $8,654 | $17,077-49.3% | $13,985-38.1% | $11,248-23.1% |