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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 | $227,291+71.5% | $214,702+81.5% | $155,188+151.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 114.98% | 60.08%+54.9pp | 54.55%+60.4pp | 148.84%-33.9pp |
| Employer contribution / active EE | $3,956 | $6,772-41.6% | $6,461-38.8% | $4,248-6.9% |
| Participant deferral / active EE | $5,167 | $9,582-46.1% | $9,147-43.5% | $6,531-20.9% |
| Admin fee / account holder | $10,719 | $20,413-47.5% | $19,830-45.9% | $14,480-26.0% |