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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 | $341,598 | $198,462+72.1% | $170,439+100.4% | $147,585+131.5% |
| Participation rate | 78.9% | 88.0%-9.0pp | 83.6%-4.7pp | 82.8%-3.9pp |
| Annual return | 13.25% | 257.30%-244.1pp | 205.94%-192.7pp | 578.58%-565.3pp |
| Employer contribution / active EE | $13,311 | $6,184+115.3% | $5,433+145.0% | $4,876+173.0% |
| Participant deferral / active EE | $6,238 | $5,629+10.8% | $4,939+26.3% | $5,439+14.7% |
| Admin fee / account holder | $1,147 | $16,852-93.2% | $13,881-91.7% | $10,886-89.5% |