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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 | $366,919 | $209,422+75.2% | $178,503+105.6% | $158,982+130.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.84% | 188.81%-176.0pp | 151.12%-138.3pp | 302.99%-290.2pp |
| Employer contribution / active EE | $2,730 | $5,707-52.2% | $5,011-45.5% | $4,763-42.7% |
| Participant deferral / active EE | $6,149 | $5,955+3.3% | $5,202+18.2% | $5,983+2.8% |
| Admin fee / account holder | $1,094 | $17,079-93.6% | $13,987-92.2% | $11,252-90.3% |