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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 | $322,098 | $183,516+75.5% | $155,534+107.1% | $145,884+120.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.64% | 61.43%-40.8pp | 64.92%-44.3pp | 551.85%-531.2pp |
| Employer contribution / active EE | $5,652 | $5,315+6.3% | $4,675+20.9% | $4,662+21.2% |
| Participant deferral / active EE | $3,955 | $6,467-38.8% | $5,630-29.8% | $6,690-40.9% |
| Admin fee / account holder | $2,519 | $19,293-86.9% | $15,900-84.2% | $13,392-81.2% |