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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 | $320,306 | $202,342+58.3% | $172,752+85.4% | $152,897+109.5% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 19.58% | 1029.83%-1010.2pp | 802.97%-783.4pp | 345.43%-325.8pp |
| Employer contribution / active EE | $9,999 | $5,858+70.7% | $5,144+94.4% | $4,764+109.9% |
| Participant deferral / active EE | $4,736 | $5,948-20.4% | $5,198-8.9% | $5,851-19.1% |
| Admin fee / account holder | $2,003 | $17,111-88.3% | $13,955-85.7% | $11,599-82.7% |