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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 | $297,434 | $154,228+92.9% | $145,433+104.5% | $137,256+116.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.94% | 74.59%-60.6pp | 66.58%-52.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $5,000 | $4,804+4.1% | $4,554+9.8% | $4,156+20.3% |
| Participant deferral / active EE | $10,309 | $8,216+25.5% | $7,897+30.5% | $6,407+60.9% |
| Admin fee / account holder | $31,843 | $14,344+122.0% | $13,129+142.5% | $12,270+159.5% |