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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 | $450,687 | $202,460+122.6% | $169,385+166.1% | $139,456+223.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 12.95% | 532.07%-519.1pp | 405.82%-392.9pp | 373.45%-360.5pp |
| Employer contribution / active EE | $24,730 | $4,691+427.1% | $4,012+516.4% | $4,753+420.3% |
| Participant deferral / active EE | $20,417 | $6,938+194.3% | $6,221+228.2% | $6,711+204.2% |
| Admin fee / account holder | $2,466 | $10,719-77.0% | $9,011-72.6% | $11,407-78.4% |