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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 | $348,941 | $183,592+90.1% | $155,574+124.3% | $145,877+139.2% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 13.18% | 61.37%-48.2pp | 64.87%-51.7pp | 551.28%-538.1pp |
| Employer contribution / active EE | $4,207 | $5,317-20.9% | $4,676-10.0% | $4,663-9.8% |
| Participant deferral / active EE | $14,312 | $6,466+121.3% | $5,629+154.2% | $6,691+113.9% |
| Admin fee / account holder | $5,788 | $19,316-70.0% | $15,914-63.6% | $13,402-56.8% |