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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 | $280,120 | $196,972+42.2% | $182,262+53.7% | $198,609+41.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 4.92% | 158.27%-153.4pp | 140.60%-135.7pp | 202.70%-197.8pp |
| Employer contribution / active EE | $4,482 | $5,364-16.4% | $5,046-11.2% | $5,055-11.3% |
| Participant deferral / active EE | $10,366 | $8,643+19.9% | $8,276+25.2% | $6,977+48.6% |
| Admin fee / account holder | $3,725 | $18,429-79.8% | $16,712-77.7% | $19,030-80.4% |