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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 | $90,614+236.4% | $76,089+300.7% | $145,877+109.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.39% | 623.80%-613.4pp | 360.94%-350.5pp | 551.28%-540.9pp |
| Employer contribution / active EE | $5,568 | $3,324+67.5% | $2,690+107.0% | $4,663+19.4% |
| Participant deferral / active EE | $6,317 | $5,168+22.2% | $4,259+48.3% | $6,691-5.6% |
| Admin fee / account holder | $3,258 | $8,376-61.1% | $6,418-49.2% | $13,402-75.7% |