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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 | $317,598 | $198,462+60.0% | $170,439+86.3% | $147,585+115.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.40% | 257.30%-243.9pp | 205.94%-192.5pp | 578.58%-565.2pp |
| Employer contribution / active EE | $3,942 | $6,184-36.2% | $5,433-27.4% | $4,876-19.2% |
| Participant deferral / active EE | $7,722 | $5,629+37.2% | $4,939+56.3% | $5,439+42.0% |
| Admin fee / account holder | $31,151 | $16,852+84.9% | $13,881+124.4% | $10,886+186.2% |