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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 | $373,236 | $165,399+125.7% | $149,745+149.2% | $158,982+134.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.56% | 348.34%-324.8pp | 276.72%-253.2pp | 302.99%-279.4pp |
| Employer contribution / active EE | $5,845 | $5,105+14.5% | $4,646+25.8% | $4,763+22.7% |
| Participant deferral / active EE | $11,331 | $7,183+57.8% | $6,843+65.6% | $5,983+89.4% |
| Admin fee / account holder | $1,553 | $10,811-85.6% | $9,312-83.3% | $11,252-86.2% |