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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 | $291,026 | $176,120+65.2% | $159,487+82.5% | $167,553+73.7% |
| Participation rate | 81.3% | 85.0%-3.7pp | 82.8%-1.6pp | 82.1%-0.9pp |
| Annual return | 15.54% | 331.95%-316.4pp | 263.71%-248.2pp | 478.89%-463.4pp |
| Employer contribution / active EE | $10,049 | $5,299+89.6% | $4,831+108.0% | $4,840+107.6% |
| Participant deferral / active EE | $15,041 | $7,752+94.0% | $7,354+104.5% | $6,343+137.1% |
| Admin fee / account holder | $15,937 | $12,561+26.9% | $10,804+47.5% | $12,316+29.4% |