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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 | $283,810 | $102,696+176.4% | $86,235+229.1% | $139,487+103.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 18.96% | 1925.91%-1906.9pp | 1170.03%-1151.1pp | 373.84%-354.9pp |
| Employer contribution / active EE | $8,333 | $3,034+174.7% | $2,381+250.0% | $4,755+75.3% |
| Participant deferral / active EE | $6,146 | $4,679+31.3% | $3,987+54.1% | $6,713-8.4% |
| Admin fee / account holder | $5,374 | $8,667-38.0% | $6,856-21.6% | $11,407-52.9% |