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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 | $302,165 | $183,592+64.6% | $155,574+94.2% | $145,877+107.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 18.24% | 61.37%-43.1pp | 64.87%-46.6pp | 551.28%-533.0pp |
| Employer contribution / active EE | $14,972 | $5,317+181.6% | $4,676+220.2% | $4,663+221.1% |
| Participant deferral / active EE | $15,850 | $6,466+145.1% | $5,629+181.6% | $6,691+136.9% |
| Admin fee / account holder | $2,438 | $19,316-87.4% | $15,914-84.7% | $13,402-81.8% |