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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 | $271,460 | $226,105+20.1% | $182,540+48.7% | $152,897+77.5% |
| Participation rate | 92.3% | 82.5%+9.8pp | 78.0%+14.3pp | 82.5%+9.9pp |
| Annual return | 23.75% | 192.58%-168.8pp | 148.58%-124.8pp | 345.43%-321.7pp |
| Employer contribution / active EE | $2,661 | $4,978-46.6% | $4,076-34.7% | $4,764-44.1% |
| Participant deferral / active EE | $12,870 | $6,370+102.1% | $5,525+132.9% | $5,851+120.0% |
| Admin fee / account holder | $30,777 | $10,706+187.5% | $8,593+258.1% | $11,599+165.3% |