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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 | $364,918 | $217,432+67.8% | $185,851+96.3% | $167,553+117.8% |
| Participation rate | 80.0% | 86.1%-6.1pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 12.46% | 148.43%-136.0pp | 122.11%-109.6pp | 478.89%-466.4pp |
| Employer contribution / active EE | $17,397 | $5,874+196.2% | $5,168+236.6% | $4,840+259.5% |
| Participant deferral / active EE | $9,204 | $6,357+44.8% | $5,569+65.3% | $6,343+45.1% |
| Admin fee / account holder | $566 | $19,820-97.1% | $16,245-96.5% | $12,316-95.4% |