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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 | $283,962 | $217,432+30.6% | $185,849+52.8% | $167,536+69.5% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 21.59% | 148.42%-126.8pp | 122.10%-100.5pp | 478.82%-457.2pp |
| Employer contribution / active EE | $11,285 | $5,875+92.1% | $5,169+118.3% | $4,839+133.2% |
| Participant deferral / active EE | $9,377 | $6,357+47.5% | $5,569+68.4% | $6,342+47.9% |
| Admin fee / account holder | $1,179 | $19,818-94.1% | $16,244-92.7% | $12,315-90.4% |