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 | $646,097 | $198,456+225.6% | $170,435+279.1% | $147,587+337.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 33.24% | 257.31%-224.1pp | 205.94%-172.7pp | 578.60%-545.4pp |
| Employer contribution / active EE | $1,509 | $6,183-75.6% | $5,432-72.2% | $4,876-69.1% |
| Participant deferral / active EE | $4,374 | $5,629-22.3% | $4,939-11.4% | $5,439-19.6% |
| Admin fee / account holder | $959 | $16,852-94.3% | $13,881-93.1% | $10,886-91.2% |