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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 | $162,136+87.5% | $152,301+99.6% | $154,746+96.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 22545.78% | 91.02%+22454.8pp | 80.50%+22465.3pp | 172.34%+22373.4pp |
| Employer contribution / active EE | $2,876 | $4,890-41.2% | $4,624-37.8% | $4,379-34.3% |
| Participant deferral / active EE | $5,154 | $8,341-38.2% | $8,004-35.6% | $6,730-23.4% |
| Admin fee / account holder | $697 | $15,759-95.6% | $14,398-95.2% | $14,365-95.2% |