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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 | $401,423 | $125,184+220.7% | $105,607+280.1% | $145,884+175.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.36% | 225.00%-215.6pp | 116.11%-106.7pp | 551.85%-542.5pp |
| Employer contribution / active EE | $1,671 | $3,720-55.1% | $3,167-47.2% | $4,662-64.2% |
| Participant deferral / active EE | $7,857 | $5,714+37.5% | $5,011+56.8% | $6,690+17.5% |
| Admin fee / account holder | $21,825 | $17,133+27.4% | $10,958+99.2% | $13,392+63.0% |