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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 | $350,846 | $180,459+94.4% | $154,108+127.7% | $135,380+159.2% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | 9.19% | 888.21%-879.0pp | 735.21%-726.0pp | 519.81%-510.6pp |
| Employer contribution / active EE | $6,333 | $6,035+4.9% | $5,298+19.6% | $4,779+32.5% |
| Participant deferral / active EE | $6,541 | $5,806+12.7% | $5,081+28.7% | $5,609+16.6% |
| Admin fee / account holder | $9,981 | $16,145-38.2% | $13,411-25.6% | $10,828-7.8% |