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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 | $292,110 | $209,422+39.5% | $178,503+63.6% | $158,982+83.7% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 13.89% | 188.81%-174.9pp | 151.12%-137.2pp | 302.99%-289.1pp |
| Employer contribution / active EE | $1,353 | $5,707-76.3% | $5,011-73.0% | $4,763-71.6% |
| Participant deferral / active EE | $3,813 | $5,955-36.0% | $5,202-26.7% | $5,983-36.3% |
| Admin fee / account holder | $2,201 | $17,079-87.1% | $13,987-84.3% | $11,252-80.4% |