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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 | $289,305 | $198,457+45.8% | $170,435+69.7% | $147,586+96.0% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 15.70% | 257.30%-241.6pp | 205.94%-190.2pp | 578.59%-562.9pp |
| Employer contribution / active EE | $13,654 | $6,183+120.8% | $5,432+151.3% | $4,876+180.0% |
| Participant deferral / active EE | $8,741 | $5,629+55.3% | $4,939+77.0% | $5,439+60.7% |
| Admin fee / account holder | $1,438 | $16,852-91.5% | $13,881-89.6% | $10,886-86.8% |