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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 | $287,752 | $202,342+42.2% | $172,752+66.6% | $152,897+88.2% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 17.67% | 1029.83%-1012.2pp | 802.97%-785.3pp | 345.43%-327.8pp |
| Employer contribution / active EE | $2,070 | $5,858-64.7% | $5,144-59.8% | $4,764-56.5% |
| Participant deferral / active EE | $10,006 | $5,948+68.2% | $5,198+92.5% | $5,851+71.0% |
| Admin fee / account holder | $8,937 | $17,111-47.8% | $13,955-36.0% | $11,599-23.0% |