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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 | $565,448 | $168,635+235.3% | $147,617+283.1% | $125,389+351.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 137.75% | 77.65%+60.1pp | 61.98%+75.8pp | 282.24%-144.5pp |
| Employer contribution / active EE | $2,454 | $6,252-60.7% | $5,564-55.9% | $4,866-49.6% |
| Participant deferral / active EE | $6,464 | $5,507+17.4% | $4,895+32.1% | $5,352+20.8% |
| Admin fee / account holder | $19,973 | $13,580+47.1% | $11,612+72.0% | $9,541+109.3% |