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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 | $469,389 | $90,691+417.6% | $76,119+516.7% | $145,884+221.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.63% | 624.52%-609.9pp | 361.25%-346.6pp | 551.85%-537.2pp |
| Employer contribution / active EE | $3,759 | $3,329+12.9% | $2,693+39.6% | $4,662-19.4% |
| Participant deferral / active EE | $10,055 | $5,167+94.6% | $4,259+136.1% | $6,690+50.3% |
| Admin fee / account holder | $16,263 | $8,383+94.0% | $6,421+153.3% | $13,392+21.4% |