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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 | $389,700 | $275,752+41.3% | $256,809+51.7% | $198,609+96.2% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 114.98% | 34.81%+80.2pp | 32.73%+82.3pp | 202.70%-87.7pp |
| Employer contribution / active EE | $3,956 | $7,721-48.8% | $7,263-45.5% | $5,055-21.8% |
| Participant deferral / active EE | $5,167 | $10,037-48.5% | $9,520-45.7% | $6,977-25.9% |
| Admin fee / account holder | $10,719 | $25,716-58.3% | $25,146-57.4% | $19,030-43.7% |