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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 | $262,360 | $209,422+25.3% | $178,503+47.0% | $158,982+65.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.09% | 188.81%-177.7pp | 151.12%-140.0pp | 302.99%-291.9pp |
| Employer contribution / active EE | $3,368 | $5,707-41.0% | $5,011-32.8% | $4,763-29.3% |
| Participant deferral / active EE | $10,123 | $5,955+70.0% | $5,202+94.6% | $5,983+69.2% |
| Admin fee / account holder | $2,476 | $17,079-85.5% | $13,987-82.3% | $11,252-78.0% |