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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 | $412,052 | $198,457+107.6% | $170,435+141.8% | $147,586+179.2% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 18.14% | 257.30%-239.2pp | 205.94%-187.8pp | 578.59%-560.5pp |
| Employer contribution / active EE | $7,389 | $6,183+19.5% | $5,432+36.0% | $4,876+51.5% |
| Participant deferral / active EE | $4,375 | $5,629-22.3% | $4,939-11.4% | $5,439-19.6% |
| Admin fee / account holder | $320 | $16,852-98.1% | $13,881-97.7% | $10,886-97.1% |