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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 | $354,967 | $180,459+96.7% | $154,108+130.3% | $135,380+162.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 3.06% | 888.21%-885.2pp | 735.21%-732.1pp | 519.81%-516.7pp |
| Employer contribution / active EE | $1,571 | $6,035-74.0% | $5,298-70.4% | $4,779-67.1% |
| Participant deferral / active EE | $5,754 | $5,806-0.9% | $5,081+13.3% | $5,609+2.6% |
| Admin fee / account holder | $3,223 | $16,145-80.0% | $13,411-76.0% | $10,828-70.2% |