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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 | $361,830 | $183,539+97.1% | $155,556+132.6% | $145,897+148.0% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 10.38% | 61.31%-50.9pp | 64.84%-54.5pp | 552.29%-541.9pp |
| Employer contribution / active EE | $6,753 | $5,315+27.1% | $4,675+44.4% | $4,663+44.8% |
| Participant deferral / active EE | $10,660 | $6,467+64.8% | $5,631+89.3% | $6,689+59.4% |
| Admin fee / account holder | $580 | $19,275-97.0% | $15,885-96.3% | $13,390-95.7% |