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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 | $279,265 | $202,342+38.0% | $172,752+61.7% | $152,897+82.6% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 14.90% | 1029.83%-1014.9pp | 802.97%-788.1pp | 345.43%-330.5pp |
| Employer contribution / active EE | $6,832 | $5,858+16.6% | $5,144+32.8% | $4,764+43.4% |
| Participant deferral / active EE | $12,650 | $5,948+112.7% | $5,198+143.4% | $5,851+116.2% |
| Admin fee / account holder | $333 | $17,111-98.1% | $13,955-97.6% | $11,599-97.1% |