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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 | $289,572 | $198,457+45.9% | $170,435+69.9% | $147,586+96.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.27% | 257.30%-240.0pp | 205.94%-188.7pp | 578.59%-561.3pp |
| Employer contribution / active EE | $3,103 | $6,183-49.8% | $5,432-42.9% | $4,876-36.4% |
| Participant deferral / active EE | $5,900 | $5,629+4.8% | $4,939+19.4% | $5,439+8.5% |
| Admin fee / account holder | $3,057 | $16,852-81.9% | $13,881-78.0% | $10,886-71.9% |