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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 | $373,766 | $209,425+78.5% | $178,499+109.4% | $158,966+135.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.81% | 188.80%-169.0pp | 151.10%-131.3pp | 302.95%-283.1pp |
| Employer contribution / active EE | $3,357 | $5,707-41.2% | $5,011-33.0% | $4,762-29.5% |
| Participant deferral / active EE | $14,067 | $5,955+136.2% | $5,202+170.4% | $5,983+135.1% |
| Admin fee / account holder | $22,932 | $17,078+34.3% | $13,986+64.0% | $11,250+103.8% |