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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 | $373,404 | $217,432+71.7% | $185,851+100.9% | $167,553+122.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.66% | 148.43%-132.8pp | 122.11%-106.4pp | 478.89%-463.2pp |
| Employer contribution / active EE | $7,241 | $5,874+23.3% | $5,168+40.1% | $4,840+49.6% |
| Participant deferral / active EE | $7,879 | $6,357+23.9% | $5,569+41.5% | $6,343+24.2% |
| Admin fee / account holder | $3,661 | $19,820-81.5% | $16,245-77.5% | $12,316-70.3% |