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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 | $223,823+74.1% | $211,142+84.6% | $154,746+151.8% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 114.98% | 50.39%+64.6pp | 46.84%+68.1pp | 172.34%-57.4pp |
| Employer contribution / active EE | $3,956 | $6,787-41.7% | $6,442-38.6% | $4,379-9.7% |
| Participant deferral / active EE | $5,167 | $9,750-47.0% | $9,284-44.3% | $6,730-23.2% |
| Admin fee / account holder | $10,719 | $19,707-45.6% | $19,076-43.8% | $14,365-25.4% |