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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 | $349,119 | $156,963+122.4% | $121,204+188.0% | $139,466+150.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 25.76% | 1476.75%-1451.0pp | 987.18%-961.4pp | 373.66%-347.9pp |
| Employer contribution / active EE | $5,330 | $5,544-3.9% | $4,170+27.8% | $4,754+12.1% |
| Participant deferral / active EE | $1,200 | $4,848-75.2% | $4,083-70.6% | $6,712-82.1% |
| Admin fee / account holder | $2,820 | $6,953-59.4% | $5,651-50.1% | $11,409-75.3% |