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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 | $314,560 | $165,399+90.2% | $149,745+110.1% | $158,982+97.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.20% | 348.34%-339.1pp | 276.72%-267.5pp | 302.99%-293.8pp |
| Employer contribution / active EE | $5,711 | $5,105+11.9% | $4,646+22.9% | $4,763+19.9% |
| Participant deferral / active EE | $4,313 | $7,183-40.0% | $6,843-37.0% | $5,983-27.9% |
| Admin fee / account holder | $15,373 | $10,811+42.2% | $9,312+65.1% | $11,252+36.6% |