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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 | $303,972 | $154,228+97.1% | $145,433+109.0% | $137,256+121.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22545.78% | 74.59%+22471.2pp | 66.58%+22479.2pp | 220.34%+22325.4pp |
| Employer contribution / active EE | $2,876 | $4,804-40.1% | $4,554-36.9% | $4,156-30.8% |
| Participant deferral / active EE | $5,154 | $8,216-37.3% | $7,897-34.7% | $6,407-19.6% |
| Admin fee / account holder | $697 | $14,344-95.1% | $13,129-94.7% | $12,270-94.3% |