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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 | $376,590 | $183,539+105.2% | $155,556+142.1% | $145,897+158.1% |
| Participation rate | 93.3% | 82.7%+10.6pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 9.98% | 61.31%-51.3pp | 64.84%-54.9pp | 552.29%-542.3pp |
| Employer contribution / active EE | $10,100 | $5,315+90.0% | $4,675+116.0% | $4,663+116.6% |
| Participant deferral / active EE | $7,742 | $6,467+19.7% | $5,631+37.5% | $6,689+15.7% |
| Admin fee / account holder | $26,626 | $19,275+38.1% | $15,885+67.6% | $13,390+98.8% |