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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 | $363,955 | $198,457+83.4% | $170,435+113.5% | $147,586+146.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.93% | 257.30%-239.4pp | 205.94%-188.0pp | 578.59%-560.7pp |
| Employer contribution / active EE | $6,701 | $6,183+8.4% | $5,432+23.4% | $4,876+37.4% |
| Participant deferral / active EE | $5,022 | $5,629-10.8% | $4,939+1.7% | $5,439-7.7% |
| Admin fee / account holder | $821 | $16,852-95.1% | $13,881-94.1% | $10,886-92.5% |