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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 | $285,944 | $202,345+41.3% | $172,755+65.5% | $152,885+87.0% |
| Participation rate | 93.3% | 87.1%+6.3pp | 82.6%+10.7pp | 82.5%+10.9pp |
| Annual return | 24.21% | 1029.77%-1005.6pp | 802.94%-778.7pp | 345.39%-321.2pp |
| Employer contribution / active EE | $9,376 | $5,858+60.1% | $5,144+82.3% | $4,763+96.8% |
| Participant deferral / active EE | $10,033 | $5,948+68.7% | $5,198+93.0% | $5,851+71.5% |
| Admin fee / account holder | $974 | $17,111-94.3% | $13,955-93.0% | $11,598-91.6% |