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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 | $304,866 | $90,691+236.2% | $76,119+300.5% | $145,884+109.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.39% | 624.52%-614.1pp | 361.25%-350.9pp | 551.85%-541.5pp |
| Employer contribution / active EE | $5,568 | $3,329+67.3% | $2,693+106.8% | $4,662+19.4% |
| Participant deferral / active EE | $6,317 | $5,167+22.2% | $4,259+48.3% | $6,690-5.6% |
| Admin fee / account holder | $3,258 | $8,383-61.1% | $6,421-49.3% | $13,392-75.7% |