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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 | $838,489 | $198,457+322.5% | $170,435+392.0% | $147,586+468.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.60% | 257.30%-238.7pp | 205.94%-187.3pp | 578.59%-560.0pp |
| Employer contribution / active EE | $3,415 | $6,183-44.8% | $5,432-37.1% | $4,876-30.0% |
| Participant deferral / active EE | $5,893 | $5,629+4.7% | $4,939+19.3% | $5,439+8.4% |
| Admin fee / account holder | $1,907 | $16,852-88.7% | $13,881-86.3% | $10,886-82.5% |