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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 | $342,291 | $183,539+86.5% | $155,556+120.0% | $145,897+134.6% |
| Participation rate | 78.9% | 82.7%-3.8pp | 78.2%+0.7pp | 80.3%-1.4pp |
| Annual return | 11.48% | 61.31%-49.8pp | 64.84%-53.4pp | 552.29%-540.8pp |
| Employer contribution / active EE | $8,854 | $5,315+66.6% | $4,675+89.4% | $4,663+89.9% |
| Participant deferral / active EE | $12,583 | $6,467+94.6% | $5,631+123.5% | $6,689+88.1% |
| Admin fee / account holder | $3,266 | $19,275-83.1% | $15,885-79.4% | $13,390-75.6% |