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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 | $301,180 | $167,030+80.3% | $135,768+121.8% | $155,188+94.1% |
| Participation rate | 87.5% | 76.2%+11.3pp | 71.1%+16.4pp | 80.8%+6.7pp |
| Annual return | 14.04% | 678.39%-664.4pp | 526.10%-512.1pp | 148.84%-134.8pp |
| Employer contribution / active EE | $14,202 | $4,132+243.7% | $3,394+318.5% | $4,248+234.3% |
| Participant deferral / active EE | $6,813 | $4,528+50.5% | $3,977+71.3% | $6,531+4.3% |
| Admin fee / account holder | $1,805 | $8,172-77.9% | $7,048-74.4% | $14,480-87.5% |