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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 | $259,444 | $138,078+87.9% | $125,363+107.0% | $134,509+92.9% |
| Participation rate | 95.2% | 84.5%+10.7pp | 82.4%+12.9pp | 81.2%+14.0pp |
| Annual return | 3.47% | 750.49%-747.0pp | 572.15%-568.7pp | 418.13%-414.7pp |
| Employer contribution / active EE | $7,437 | $5,245+41.8% | $4,815+54.5% | $4,741+56.9% |
| Participant deferral / active EE | $4,938 | $7,800-36.7% | $7,447-33.7% | $6,400-22.9% |
| Admin fee / account holder | $2,183 | $11,566-81.1% | $10,005-78.2% | $11,427-80.9% |