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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 | $332,394 | $209,422+58.7% | $178,503+86.2% | $158,982+109.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 313.56% | 188.81%+124.8pp | 151.12%+162.4pp | 302.99%+10.6pp |
| Employer contribution / active EE | $4,314 | $5,707-24.4% | $5,011-13.9% | $4,763-9.4% |
| Participant deferral / active EE | $3,810 | $5,955-36.0% | $5,202-26.8% | $5,983-36.3% |
| Admin fee / account holder | $455 | $17,079-97.3% | $13,987-96.7% | $11,252-96.0% |