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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 | $183,592+37.3% | $155,574+62.0% | $145,877+72.8% |
| Participation rate | 78.3% | 82.7%-4.4pp | 78.2%0pp | 80.3%-2.0pp |
| Annual return | 13.07% | 61.37%-48.3pp | 64.87%-51.8pp | 551.28%-538.2pp |
| Employer contribution / active EE | $8,567 | $5,317+61.1% | $4,676+83.2% | $4,663+83.7% |
| Participant deferral / active EE | $7,237 | $6,466+11.9% | $5,629+28.6% | $6,691+8.2% |
| Admin fee / account holder | $36,312 | $19,316+88.0% | $15,914+128.2% | $13,402+170.9% |