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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 | $745,320 | $180,459+313.0% | $154,108+383.6% | $135,380+450.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 3.24% | 888.21%-885.0pp | 735.21%-732.0pp | 519.81%-516.6pp |
| Employer contribution / active EE | $5,753 | $6,035-4.7% | $5,298+8.6% | $4,779+20.4% |
| Participant deferral / active EE | $8,167 | $5,806+40.7% | $5,081+60.7% | $5,609+45.6% |
| Admin fee / account holder | $32,000 | $16,145+98.2% | $13,411+138.6% | $10,828+195.5% |