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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 | $323,662 | $160,040+102.2% | $147,096+120.0% | $145,877+121.9% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.0pp |
| Annual return | 13.62% | 98.49%-84.9pp | 419.75%-406.1pp | 551.28%-537.7pp |
| Employer contribution / active EE | $9,165 | $5,289+73.3% | $4,936+85.7% | $4,663+96.6% |
| Participant deferral / active EE | $5,028 | $8,429-40.3% | $8,071-37.7% | $6,691-24.9% |
| Admin fee / account holder | $24,985 | $15,050+66.0% | $13,005+92.1% | $13,402+86.4% |