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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 | $318,742 | $160,070+99.1% | $147,117+116.7% | $145,897+118.5% |
| Participation rate | 95.5% | 84.0%+11.4pp | 82.2%+13.3pp | 80.3%+15.1pp |
| Annual return | 63.91% | 98.69%-34.8pp | 420.54%-356.6pp | 552.29%-488.4pp |
| Employer contribution / active EE | $5,993 | $5,285+13.4% | $4,932+21.5% | $4,663+28.5% |
| Participant deferral / active EE | $13,183 | $8,419+56.6% | $8,065+63.5% | $6,689+97.1% |
| Admin fee / account holder | $1,382 | $15,035-90.8% | $12,993-89.4% | $13,390-89.7% |