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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 | $257,871 | $175,231+47.2% | $149,696+72.3% | $139,466+84.9% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 14.96% | 166.77%-151.8pp | 134.46%-119.5pp | 373.66%-358.7pp |
| Employer contribution / active EE | $9,610 | $5,478+75.4% | $4,821+99.3% | $4,754+102.2% |
| Participant deferral / active EE | $4,955 | $6,521-24.0% | $5,682-12.8% | $6,712-26.2% |
| Admin fee / account holder | $3,416 | $16,155-78.9% | $13,212-74.1% | $11,409-70.1% |