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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 | $336,020 | $171,492+95.9% | $150,734+122.9% | $198,609+69.2% |
| Participation rate | 80.0% | 81.4%-1.4pp | 78.4%+1.6pp | 82.4%-2.4pp |
| Annual return | 14.84% | 804.70%-789.9pp | 600.81%-586.0pp | 202.70%-187.9pp |
| Employer contribution / active EE | $10,402 | $5,470+90.2% | $4,918+111.5% | $5,055+105.8% |
| Participant deferral / active EE | $15,436 | $6,259+146.6% | $5,610+175.2% | $6,977+121.3% |
| Admin fee / account holder | $963 | $17,628-94.5% | $14,905-93.5% | $19,030-94.9% |