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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 | $468,317 | $209,422+123.6% | $178,503+162.4% | $158,982+194.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.40% | 188.81%-168.4pp | 151.12%-130.7pp | 302.99%-282.6pp |
| Employer contribution / active EE | $1,759 | $5,707-69.2% | $5,011-64.9% | $4,763-63.1% |
| Participant deferral / active EE | $2,698 | $5,955-54.7% | $5,202-48.1% | $5,983-54.9% |
| Admin fee / account holder | $17,196 | $17,079+0.7% | $13,987+22.9% | $11,252+52.8% |