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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 | $438,525 | $198,457+121.0% | $170,435+157.3% | $147,586+197.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.30% | 257.30%-236.0pp | 205.94%-184.6pp | 578.59%-557.3pp |
| Employer contribution / active EE | $7,355 | $6,183+18.9% | $5,432+35.4% | $4,876+50.8% |
| Participant deferral / active EE | $11,514 | $5,629+104.5% | $4,939+133.1% | $5,439+111.7% |
| Admin fee / account holder | $1,867 | $16,852-88.9% | $13,881-86.5% | $10,886-82.8% |