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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 | $494,822 | $289,211+71.1% | $260,467+90.0% | $198,609+149.1% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 11.59% | 112.90%-101.3pp | 100.60%-89.0pp | 202.70%-191.1pp |
| Employer contribution / active EE | $3,577 | $4,663-23.3% | $4,239-15.6% | $5,055-29.2% |
| Participant deferral / active EE | $4,214 | $6,812-38.1% | $6,319-33.3% | $6,977-39.6% |
| Admin fee / account holder | $18,377 | $16,236+13.2% | $15,461+18.9% | $19,030-3.4% |