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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 | $401,294 | $209,425+91.6% | $178,499+124.8% | $158,966+152.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.83% | 188.80%-175.0pp | 151.10%-137.3pp | 302.95%-289.1pp |
| Employer contribution / active EE | $1,582 | $5,707-72.3% | $5,011-68.4% | $4,762-66.8% |
| Participant deferral / active EE | $4,900 | $5,955-17.7% | $5,202-5.8% | $5,983-18.1% |
| Admin fee / account holder | $2,486 | $17,078-85.4% | $13,986-82.2% | $11,250-77.9% |