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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 | $252,035 | $183,539+37.3% | $155,556+62.0% | $145,897+72.7% |
| Participation rate | 78.3% | 82.7%-4.5pp | 78.2%0pp | 80.3%-2.0pp |
| Annual return | 13.07% | 61.31%-48.2pp | 64.84%-51.8pp | 552.29%-539.2pp |
| Employer contribution / active EE | $8,567 | $5,315+61.2% | $4,675+83.2% | $4,663+83.7% |
| Participant deferral / active EE | $7,237 | $6,467+11.9% | $5,631+28.5% | $6,689+8.2% |
| Admin fee / account holder | $36,312 | $19,275+88.4% | $15,885+128.6% | $13,390+171.2% |