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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 | $345,445 | $88,754+289.2% | $81,820+322.2% | $145,877+136.8% |
| Participation rate | 77.8% | 75.1%+2.7pp | 72.4%+5.4pp | 80.3%-2.5pp |
| Annual return | 19.41% | 1031.77%-1012.4pp | 777.93%-758.5pp | 551.28%-531.9pp |
| Employer contribution / active EE | $5,720 | $3,085+85.4% | $2,915+96.2% | $4,663+22.7% |
| Participant deferral / active EE | $15,665 | $4,648+237.1% | $4,323+262.4% | $6,691+134.1% |
| Admin fee / account holder | $6,604 | $8,424-21.6% | $7,391-10.6% | $13,402-50.7% |