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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 | $384,436 | $217,432+76.8% | $185,851+106.9% | $167,553+129.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 26.43% | 148.43%-122.0pp | 122.11%-95.7pp | 478.89%-452.5pp |
| Employer contribution / active EE | $4,816 | $5,874-18.0% | $5,168-6.8% | $4,840-0.5% |
| Participant deferral / active EE | $5,503 | $6,357-13.4% | $5,569-1.2% | $6,343-13.2% |
| Admin fee / account holder | $4,357 | $19,820-78.0% | $16,245-73.2% | $12,316-64.6% |