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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 | $324,948 | $183,592+77.0% | $155,574+108.9% | $145,877+122.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 14.04% | 61.37%-47.3pp | 64.87%-50.8pp | 551.28%-537.2pp |
| Employer contribution / active EE | $6,420 | $5,317+20.8% | $4,676+37.3% | $4,663+37.7% |
| Participant deferral / active EE | $10,455 | $6,466+61.7% | $5,629+85.7% | $6,691+56.3% |
| Admin fee / account holder | $4,895 | $19,316-74.7% | $15,914-69.2% | $13,402-63.5% |