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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 | $444,516 | $202,460+119.6% | $169,385+162.4% | $139,456+218.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 18.26% | 532.07%-513.8pp | 405.82%-387.6pp | 373.45%-355.2pp |
| Employer contribution / active EE | $3,071 | $4,691-34.5% | $4,012-23.5% | $4,753-35.4% |
| Participant deferral / active EE | $21,331 | $6,938+207.5% | $6,221+242.9% | $6,711+217.8% |
| Admin fee / account holder | $49,971 | $10,719+366.2% | $9,011+454.6% | $11,407+338.1% |