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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 | $317,847 | $175,231+81.4% | $149,696+112.3% | $139,466+127.9% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 28.54% | 166.77%-138.2pp | 134.46%-105.9pp | 373.66%-345.1pp |
| Employer contribution / active EE | $3,502 | $5,478-36.1% | $4,821-27.4% | $4,754-26.3% |
| Participant deferral / active EE | $13,183 | $6,521+102.2% | $5,682+132.0% | $6,712+96.4% |
| Admin fee / account holder | $185,148 | $16,155+1046.1% | $13,212+1301.4% | $11,409+1522.9% |