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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 | $433,852 | $209,847+106.7% | $189,520+128.9% | $167,518+159.0% |
| Participation rate | 87.5% | 88.7%-1.2pp | 87.8%-0.3pp | 82.1%+5.4pp |
| Annual return | 13.86% | 748.45%-734.6pp | 555.25%-541.4pp | 478.71%-464.8pp |
| Employer contribution / active EE | $4,210 | $6,913-39.1% | $6,161-31.7% | $4,838-13.0% |
| Participant deferral / active EE | $15,682 | $8,934+75.5% | $8,220+90.8% | $6,342+147.3% |
| Admin fee / account holder | $5,238 | $14,295-63.4% | $12,046-56.5% | $12,312-57.5% |