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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 | $373,724 | $209,422+78.5% | $178,503+109.4% | $158,982+135.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 25.08% | 188.81%-163.7pp | 151.12%-126.0pp | 302.99%-277.9pp |
| Employer contribution / active EE | $2,171 | $5,707-62.0% | $5,011-56.7% | $4,763-54.4% |
| Participant deferral / active EE | $10,985 | $5,955+84.5% | $5,202+111.1% | $5,983+83.6% |
| Admin fee / account holder | $20,460 | $17,079+19.8% | $13,987+46.3% | $11,252+81.8% |