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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 | $528,597 | $149,040+254.7% | $120,225+339.7% | $137,256+285.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 40.47% | 605.68%-565.2pp | 439.23%-398.8pp | 220.34%-179.9pp |
| Employer contribution / active EE | $9,257 | $4,350+112.8% | $3,475+166.3% | $4,156+122.7% |
| Participant deferral / active EE | $17,375 | $4,655+273.3% | $3,999+334.5% | $6,407+171.2% |
| Admin fee / account holder | $2,085 | $6,348-67.2% | $5,696-63.4% | $12,270-83.0% |