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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 | $329,543 | $217,432+51.6% | $185,849+77.3% | $167,536+96.7% |
| Participation rate | 90.9% | 86.1%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 12.18% | 148.42%-136.2pp | 122.10%-109.9pp | 478.82%-466.6pp |
| Employer contribution / active EE | $16,563 | $5,875+181.9% | $5,169+220.4% | $4,839+242.3% |
| Participant deferral / active EE | $21,716 | $6,357+241.6% | $5,569+290.0% | $6,342+242.4% |
| Admin fee / account holder | $14,616 | $19,818-26.2% | $16,244-10.0% | $12,315+18.7% |