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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 | $365,622 | $209,425+74.6% | $178,499+104.8% | $158,966+130.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.61% | 188.80%-175.2pp | 151.10%-137.5pp | 302.95%-289.3pp |
| Employer contribution / active EE | $8,887 | $5,707+55.7% | $5,011+77.3% | $4,762+86.6% |
| Participant deferral / active EE | $3,661 | $5,955-38.5% | $5,202-29.6% | $5,983-38.8% |
| Admin fee / account holder | $1,830 | $17,078-89.3% | $13,986-86.9% | $11,250-83.7% |