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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 | $372,609 | $203,483+83.1% | $152,473+144.4% | $167,553+122.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 16.20% | 13.80%+2.4pp | 757.59%-741.4pp | 478.89%-462.7pp |
| Employer contribution / active EE | $2,714 | $5,219-48.0% | $4,326-37.3% | $4,840-43.9% |
| Participant deferral / active EE | $7,132 | $6,711+6.3% | $5,817+22.6% | $6,343+12.4% |
| Admin fee / account holder | $55,340 | $22,521+145.7% | $15,811+250.0% | $12,316+349.3% |