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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 | $323,271 | $183,539+76.1% | $155,556+107.8% | $145,897+121.6% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 9.24% | 61.31%-52.1pp | 64.84%-55.6pp | 552.29%-543.1pp |
| Employer contribution / active EE | $8,463 | $5,315+59.2% | $4,675+81.0% | $4,663+81.5% |
| Participant deferral / active EE | $7,498 | $6,467+15.9% | $5,631+33.2% | $6,689+12.1% |
| Admin fee / account holder | $6,869 | $19,275-64.4% | $15,885-56.8% | $13,390-48.7% |