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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 | $282,058 | $178,174+58.3% | $156,181+80.6% | $137,256+105.5% |
| Participation rate | 94.7% | 82.0%+12.7pp | 78.8%+15.9pp | 80.0%+14.8pp |
| Annual return | 13.37% | 84.19%-70.8pp | 64.87%-51.5pp | 220.34%-207.0pp |
| Employer contribution / active EE | $10,814 | $4,972+117.5% | $4,294+151.9% | $4,156+160.2% |
| Participant deferral / active EE | $7,229 | $6,888+5.0% | $6,132+17.9% | $6,407+12.8% |
| Admin fee / account holder | $7,381 | $17,404-57.6% | $14,586-49.4% | $12,270-39.8% |