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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 | $307,338 | $183,516+67.5% | $155,534+97.6% | $145,884+110.7% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.4pp | 80.3%+11.4pp |
| Annual return | 13.38% | 61.43%-48.0pp | 64.92%-51.5pp | 551.85%-538.5pp |
| Employer contribution / active EE | $14,727 | $5,315+177.1% | $4,675+215.0% | $4,662+215.9% |
| Participant deferral / active EE | $11,255 | $6,467+74.0% | $5,630+99.9% | $6,690+68.2% |
| Admin fee / account holder | $8,109 | $19,293-58.0% | $15,900-49.0% | $13,392-39.4% |