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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 | $441,270 | $217,427+103.0% | $185,837+137.4% | $167,518+163.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 23.23% | 148.39%-125.2pp | 122.08%-98.8pp | 478.71%-455.5pp |
| Employer contribution / active EE | $8,843 | $5,874+50.5% | $5,168+71.1% | $4,838+82.8% |
| Participant deferral / active EE | $6,609 | $6,357+4.0% | $5,568+18.7% | $6,342+4.2% |
| Admin fee / account holder | $1,675 | $19,816-91.5% | $16,241-89.7% | $12,312-86.4% |