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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 | $357,356 | $202,440+76.5% | $169,390+111.0% | $139,466+156.2% |
| Participation rate | 88.9% | 81.1%+7.8pp | 77.2%+11.7pp | 80.3%+8.6pp |
| Annual return | 16.57% | 532.36%-515.8pp | 406.07%-389.5pp | 373.66%-357.1pp |
| Employer contribution / active EE | $11,746 | $4,693+150.3% | $4,013+192.7% | $4,754+147.1% |
| Participant deferral / active EE | $9,480 | $6,940+36.6% | $6,222+52.4% | $6,712+41.2% |
| Admin fee / account holder | $12,476 | $10,722+16.4% | $9,015+38.4% | $11,409+9.4% |