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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 | $281,279 | $160,070+75.7% | $147,117+91.2% | $145,897+92.8% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.4pp |
| Annual return | 17.24% | 98.69%-81.4pp | 420.54%-403.3pp | 552.29%-535.0pp |
| Employer contribution / active EE | $11,298 | $5,285+113.8% | $4,932+129.1% | $4,663+142.3% |
| Participant deferral / active EE | $15,631 | $8,419+85.6% | $8,065+93.8% | $6,689+133.7% |
| Admin fee / account holder | $1,758 | $15,035-88.3% | $12,993-86.5% | $13,390-86.9% |