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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 | $343,369 | $209,425+64.0% | $178,499+92.4% | $158,966+116.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 30.60% | 188.80%-158.2pp | 151.10%-120.5pp | 302.95%-272.3pp |
| Employer contribution / active EE | $7,520 | $5,707+31.8% | $5,011+50.1% | $4,762+57.9% |
| Participant deferral / active EE | $17,693 | $5,955+197.1% | $5,202+240.1% | $5,983+195.7% |
| Admin fee / account holder | $2,508 | $17,078-85.3% | $13,986-82.1% | $11,250-77.7% |