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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 | $309,533 | $202,342+53.0% | $172,752+79.2% | $152,897+102.4% |
| Participation rate | 93.8% | 87.1%+6.7pp | 82.6%+11.1pp | 82.5%+11.3pp |
| Annual return | 19.67% | 1029.83%-1010.2pp | 802.97%-783.3pp | 345.43%-325.8pp |
| Employer contribution / active EE | $2,352 | $5,858-59.8% | $5,144-54.3% | $4,764-50.6% |
| Participant deferral / active EE | $2,971 | $5,948-50.1% | $5,198-42.8% | $5,851-49.2% |
| Admin fee / account holder | $3,268 | $17,111-80.9% | $13,955-76.6% | $11,599-71.8% |