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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 | $344,884 | $202,342+70.4% | $172,753+99.6% | $152,909+125.5% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 19.68% | 1029.88%-1010.2pp | 803.00%-783.3pp | 345.46%-325.8pp |
| Employer contribution / active EE | $2,897 | $5,857-50.5% | $5,144-43.7% | $4,764-39.2% |
| Participant deferral / active EE | $6,996 | $5,948+17.6% | $5,198+34.6% | $5,851+19.6% |
| Admin fee / account holder | $490 | $17,112-97.1% | $13,956-96.5% | $11,601-95.8% |