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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 | $353,068 | $209,422+68.6% | $178,503+97.8% | $158,982+122.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.30% | 188.81%-182.5pp | 151.12%-144.8pp | 302.99%-296.7pp |
| Employer contribution / active EE | $3,869 | $5,707-32.2% | $5,011-22.8% | $4,763-18.8% |
| Participant deferral / active EE | $6,192 | $5,955+4.0% | $5,202+19.0% | $5,983+3.5% |
| Admin fee / account holder | $10,728 | $17,079-37.2% | $13,987-23.3% | $11,252-4.7% |