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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 | $306,738 | $202,342+51.6% | $172,752+77.6% | $152,897+100.6% |
| Participation rate | 95.2% | 87.1%+8.2pp | 82.6%+12.6pp | 82.5%+12.8pp |
| Annual return | 26.58% | 1029.83%-1003.2pp | 802.97%-776.4pp | 345.43%-318.8pp |
| Employer contribution / active EE | $7,399 | $5,858+26.3% | $5,144+43.8% | $4,764+55.3% |
| Participant deferral / active EE | $11,463 | $5,948+92.7% | $5,198+120.5% | $5,851+95.9% |
| Admin fee / account holder | $2,048 | $17,111-88.0% | $13,955-85.3% | $11,599-82.3% |