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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 | $351,470 | $102,595+242.6% | $94,057+273.7% | $154,746+127.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 19.46% | 583.42%-564.0pp | 480.62%-461.2pp | 172.34%-152.9pp |
| Employer contribution / active EE | $3,730 | $3,147+18.5% | $2,933+27.2% | $4,379-14.8% |
| Participant deferral / active EE | $4,586 | $5,118-10.4% | $4,709-2.6% | $6,730-31.9% |
| Admin fee / account holder | $6,500 | $7,736-16.0% | $7,244-10.3% | $14,365-54.8% |