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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 | $342,011 | $165,361+106.8% | $149,715+128.4% | $158,950+115.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.00% | 348.24%-327.2pp | 276.66%-255.7pp | 302.91%-281.9pp |
| Employer contribution / active EE | $3,816 | $5,103-25.2% | $4,645-17.8% | $4,762-19.9% |
| Participant deferral / active EE | $11,935 | $7,182+66.2% | $6,842+74.4% | $5,983+99.5% |
| Admin fee / account holder | $2,001 | $10,808-81.5% | $9,310-78.5% | $11,248-82.2% |