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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 | $333,997 | $209,422+59.5% | $178,503+87.1% | $158,982+110.1% |
| Participation rate | 78.6% | 86.4%-7.8pp | 81.9%-3.4pp | 82.0%-3.4pp |
| Annual return | 17.23% | 188.81%-171.6pp | 151.12%-133.9pp | 302.99%-285.8pp |
| Employer contribution / active EE | $6,942 | $5,707+21.6% | $5,011+38.5% | $4,763+45.8% |
| Participant deferral / active EE | $4,541 | $5,955-23.8% | $5,202-12.7% | $5,983-24.1% |
| Admin fee / account holder | $5,957 | $17,079-65.1% | $13,987-57.4% | $11,252-47.1% |