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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 | $297,657 | $217,432+36.9% | $185,849+60.2% | $167,536+77.7% |
| Participation rate | 72.7% | 86.1%-13.3pp | 81.7%-9.0pp | 82.1%-9.4pp |
| Annual return | 61.83% | 148.42%-86.6pp | 122.10%-60.3pp | 478.82%-417.0pp |
| Employer contribution / active EE | $10,101 | $5,875+71.9% | $5,169+95.4% | $4,839+108.7% |
| Participant deferral / active EE | $11,494 | $6,357+80.8% | $5,569+106.4% | $6,342+81.2% |
| Admin fee / account holder | $5,821 | $19,818-70.6% | $16,244-64.2% | $12,315-52.7% |