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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 | $337,021 | $148,623+126.8% | $135,974+147.9% | $139,466+141.7% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.7pp | 80.3%+11.3pp |
| Annual return | 16.15% | 79.30%-63.1pp | 68.30%-52.2pp | 373.66%-357.5pp |
| Employer contribution / active EE | $22,683 | $5,246+332.4% | $4,859+366.8% | $4,754+377.2% |
| Participant deferral / active EE | $14,807 | $8,103+82.7% | $7,760+90.8% | $6,712+120.6% |
| Admin fee / account holder | $312 | $12,406-97.5% | $10,767-97.1% | $11,409-97.3% |