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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 | $348,410 | $209,425+66.4% | $178,499+95.2% | $158,966+119.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.33% | 188.80%-173.5pp | 151.10%-135.8pp | 302.95%-287.6pp |
| Employer contribution / active EE | $5,750 | $5,707+0.7% | $5,011+14.7% | $4,762+20.7% |
| Participant deferral / active EE | $6,259 | $5,955+5.1% | $5,202+20.3% | $5,983+4.6% |
| Admin fee / account holder | $5,273 | $17,078-69.1% | $13,986-62.3% | $11,250-53.1% |