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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 | $305,502 | $99,011+208.6% | $86,582+252.8% | $147,586+107.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.33% | 1312.75%-1296.4pp | 965.08%-948.8pp | 578.59%-562.3pp |
| Employer contribution / active EE | $6,386 | $3,132+103.9% | $2,839+124.9% | $4,876+31.0% |
| Participant deferral / active EE | $5,722 | $3,972+44.1% | $3,609+58.6% | $5,439+5.2% |
| Admin fee / account holder | $2,845 | $5,709-50.2% | $4,904-42.0% | $10,886-73.9% |