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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 | $311,091 | $183,592+69.4% | $155,567+100.0% | $145,959+113.1% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 13.02% | 61.24%-48.2pp | 64.74%-51.7pp | 561.95%-548.9pp |
| Employer contribution / active EE | $13,485 | $5,315+153.7% | $4,674+188.5% | $4,661+189.3% |
| Participant deferral / active EE | $9,845 | $6,464+52.3% | $5,628+74.9% | $6,689+47.2% |
| Admin fee / account holder | $318 | $19,318-98.4% | $15,916-98.0% | $13,398-97.6% |