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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 | $400,577 | $202,345+98.0% | $172,755+131.9% | $152,885+162.0% |
| Participation rate | 86.7% | 87.1%-0.4pp | 82.6%+4.0pp | 82.5%+4.2pp |
| Annual return | 20.48% | 1029.77%-1009.3pp | 802.94%-782.5pp | 345.39%-324.9pp |
| Employer contribution / active EE | $6,322 | $5,858+7.9% | $5,144+22.9% | $4,763+32.7% |
| Participant deferral / active EE | $5,967 | $5,948+0.3% | $5,198+14.8% | $5,851+2.0% |
| Admin fee / account holder | $413 | $17,111-97.6% | $13,955-97.0% | $11,598-96.4% |