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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 | $350,782 | $149,040+135.4% | $120,225+191.8% | $137,256+155.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 13.61% | 605.68%-592.1pp | 439.23%-425.6pp | 220.34%-206.7pp |
| Employer contribution / active EE | $5,582 | $4,350+28.3% | $3,475+60.6% | $4,156+34.3% |
| Participant deferral / active EE | $19,282 | $4,655+314.2% | $3,999+382.2% | $6,407+201.0% |
| Admin fee / account holder | $2,911 | $6,348-54.1% | $5,696-48.9% | $12,270-76.3% |