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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 | $318,969 | $176,130+81.1% | $159,495+100.0% | $167,560+90.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.92% | 331.97%-314.1pp | 263.72%-245.8pp | 478.94%-461.0pp |
| Employer contribution / active EE | $2,130 | $5,300-59.8% | $4,831-55.9% | $4,840-56.0% |
| Participant deferral / active EE | $11,720 | $7,752+51.2% | $7,354+59.4% | $6,343+84.8% |
| Admin fee / account holder | $2,293 | $12,562-81.7% | $10,804-78.8% | $12,317-81.4% |