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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 | $312,030 | $175,259+78.0% | $149,723+108.4% | $139,487+123.7% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 15.41% | 166.82%-151.4pp | 134.50%-119.1pp | 373.84%-358.4pp |
| Employer contribution / active EE | $7,694 | $5,478+40.4% | $4,821+59.6% | $4,755+61.8% |
| Participant deferral / active EE | $12,049 | $6,522+84.7% | $5,682+112.0% | $6,713+79.5% |
| Admin fee / account holder | $714 | $16,158-95.6% | $13,215-94.6% | $11,407-93.7% |