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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 | $289,655 | $198,461+46.0% | $170,436+69.9% | $147,585+96.3% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 16.62% | 257.30%-240.7pp | 205.94%-189.3pp | 578.57%-561.9pp |
| Employer contribution / active EE | $8,143 | $6,184+31.7% | $5,433+49.9% | $4,876+67.0% |
| Participant deferral / active EE | $8,017 | $5,629+42.4% | $4,939+62.3% | $5,439+47.4% |
| Admin fee / account holder | $1,212 | $16,852-92.8% | $13,880-91.3% | $10,885-88.9% |