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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 | $270,443 | $154,754+74.8% | $124,206+117.7% | $138,895+94.7% |
| Participation rate | 92.3% | 75.5%+16.8pp | 69.6%+22.7pp | 79.9%+12.4pp |
| Annual return | 22.37% | 709.28%-686.9pp | 515.27%-492.9pp | 145.39%-123.0pp |
| Employer contribution / active EE | $6,632 | $4,446+49.2% | $3,540+87.3% | $4,194+58.1% |
| Participant deferral / active EE | $10,399 | $4,621+125.0% | $3,968+162.1% | $6,396+62.6% |
| Admin fee / account holder | $1,947 | $6,690-70.9% | $5,929-67.2% | $12,562-84.5% |