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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 | $466,669 | $168,636+176.7% | $147,617+216.1% | $125,393+272.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 3.31% | 77.65%-74.3pp | 61.98%-58.7pp | 282.23%-278.9pp |
| Employer contribution / active EE | $39,353 | $6,252+529.4% | $5,565+607.2% | $4,866+708.7% |
| Participant deferral / active EE | $4,199 | $5,507-23.8% | $4,895-14.2% | $5,351-21.5% |
| Admin fee / account holder | $1,897 | $13,580-86.0% | $11,611-83.7% | $9,541-80.1% |