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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 | $294,344 | $209,428+40.5% | $178,498+64.9% | $158,950+85.2% |
| Participation rate | 76.9% | 86.4%-9.4pp | 81.9%-5.0pp | 82.0%-5.0pp |
| Annual return | 13.14% | 188.78%-175.6pp | 151.09%-138.0pp | 302.91%-289.8pp |
| Employer contribution / active EE | $3,751 | $5,707-34.3% | $5,011-25.2% | $4,762-21.2% |
| Participant deferral / active EE | $11,605 | $5,955+94.9% | $5,202+123.1% | $5,983+94.0% |
| Admin fee / account holder | $902 | $17,077-94.7% | $13,985-93.6% | $11,248-92.0% |