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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 | $460,653 | $217,427+111.9% | $185,837+147.9% | $167,518+175.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.27% | 148.39%-135.1pp | 122.08%-108.8pp | 478.71%-465.4pp |
| Employer contribution / active EE | $9,469 | $5,874+61.2% | $5,168+83.2% | $4,838+95.7% |
| Participant deferral / active EE | $6,028 | $6,357-5.2% | $5,568+8.2% | $6,342-5.0% |
| Admin fee / account holder | $3,049 | $19,816-84.6% | $16,241-81.2% | $12,312-75.2% |