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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 | $262,045 | $209,422+25.1% | $178,503+46.8% | $158,982+64.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.98% | 188.81%-180.8pp | 151.12%-143.1pp | 302.99%-295.0pp |
| Employer contribution / active EE | $5,534 | $5,707-3.0% | $5,011+10.4% | $4,763+16.2% |
| Participant deferral / active EE | $4,231 | $5,955-28.9% | $5,202-18.7% | $5,983-29.3% |
| Admin fee / account holder | $2,467 | $17,079-85.6% | $13,987-82.4% | $11,252-78.1% |