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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 | $293,688 | $198,457+48.0% | $170,435+72.3% | $147,586+99.0% |
| Participation rate | 78.9% | 88.0%-9.0pp | 83.6%-4.7pp | 82.8%-3.9pp |
| Annual return | 19.46% | 257.30%-237.8pp | 205.94%-186.5pp | 578.59%-559.1pp |
| Employer contribution / active EE | $20,331 | $6,183+228.8% | $5,432+274.3% | $4,876+316.9% |
| Participant deferral / active EE | $10,288 | $5,629+82.8% | $4,939+108.3% | $5,439+89.2% |
| Admin fee / account holder | $2,663 | $16,852-84.2% | $13,881-80.8% | $10,886-75.5% |