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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 | $329,273 | $183,627+79.3% | $155,602+111.6% | $145,978+125.6% |
| Participation rate | 93.8% | 82.7%+11.1pp | 78.2%+15.5pp | 80.3%+13.5pp |
| Annual return | 17.46% | 61.32%-43.9pp | 64.81%-47.3pp | 550.52%-533.1pp |
| Employer contribution / active EE | $15,867 | $5,316+198.5% | $4,675+239.4% | $4,662+240.4% |
| Participant deferral / active EE | $10,797 | $6,466+67.0% | $5,629+91.8% | $6,690+61.4% |
| Admin fee / account holder | $4,590 | $19,327-76.2% | $15,923-71.2% | $13,400-65.7% |