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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 | $309,733 | $144,130+114.9% | $117,861+162.8% | $147,586+109.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 16.53% | 531.20%-514.7pp | 335.11%-318.6pp | 578.59%-562.1pp |
| Employer contribution / active EE | $3,846 | $4,897-21.5% | $3,786+1.6% | $4,876-21.1% |
| Participant deferral / active EE | $10,706 | $5,316+101.4% | $4,482+138.9% | $5,439+96.8% |
| Admin fee / account holder | $58,930 | $10,887+441.3% | $8,021+634.7% | $10,886+441.3% |