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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 | $335,300 | $202,345+65.7% | $172,755+94.1% | $152,885+119.3% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.5%-4.7pp |
| Annual return | 23.11% | 1029.77%-1006.7pp | 802.94%-779.8pp | 345.39%-322.3pp |
| Employer contribution / active EE | $1,285 | $5,858-78.1% | $5,144-75.0% | $4,763-73.0% |
| Participant deferral / active EE | $4,047 | $5,948-32.0% | $5,198-22.1% | $5,851-30.8% |
| Admin fee / account holder | $1,783 | $17,111-89.6% | $13,955-87.2% | $11,598-84.6% |