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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 | $317,025 | $88,754+257.2% | $81,820+287.5% | $145,877+117.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.12% | 1031.77%-1015.6pp | 777.93%-761.8pp | 551.28%-535.2pp |
| Employer contribution / active EE | $7,004 | $3,085+127.0% | $2,915+140.3% | $4,663+50.2% |
| Participant deferral / active EE | $13,096 | $4,648+181.8% | $4,323+203.0% | $6,691+95.7% |
| Admin fee / account holder | $4,964 | $8,424-41.1% | $7,391-32.8% | $13,402-63.0% |