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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 | $252,502 | $202,342+24.8% | $172,753+46.2% | $152,909+65.1% |
| Participation rate | 95.8% | 87.1%+8.8pp | 82.6%+13.2pp | 82.5%+13.4pp |
| Annual return | 21.66% | 1029.88%-1008.2pp | 803.00%-781.3pp | 345.46%-323.8pp |
| Employer contribution / active EE | $10,076 | $5,857+72.0% | $5,144+95.9% | $4,764+111.5% |
| Participant deferral / active EE | $7,367 | $5,948+23.8% | $5,198+41.7% | $5,851+25.9% |
| Admin fee / account holder | $4,011 | $17,112-76.6% | $13,956-71.3% | $11,601-65.4% |