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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 | $256,318 | $202,345+26.7% | $172,755+48.4% | $152,885+67.7% |
| Participation rate | 92.9% | 87.1%+5.8pp | 82.6%+10.2pp | 82.5%+10.4pp |
| Annual return | 21.00% | 1029.77%-1008.8pp | 802.94%-781.9pp | 345.39%-324.4pp |
| Employer contribution / active EE | $2,786 | $5,858-52.4% | $5,144-45.8% | $4,763-41.5% |
| Participant deferral / active EE | $10,554 | $5,948+77.4% | $5,198+103.1% | $5,851+80.4% |
| Admin fee / account holder | $1,827 | $17,111-89.3% | $13,955-86.9% | $11,598-84.2% |