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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 | $488,428 | $209,422+133.2% | $178,503+173.6% | $158,982+207.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.30% | 188.81%-179.5pp | 151.12%-141.8pp | 302.99%-293.7pp |
| Employer contribution / active EE | $3,446 | $5,707-39.6% | $5,011-31.2% | $4,763-27.6% |
| Participant deferral / active EE | $4,687 | $5,955-21.3% | $5,202-9.9% | $5,983-21.7% |
| Admin fee / account holder | $1,999 | $17,079-88.3% | $13,987-85.7% | $11,252-82.2% |