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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 | $361,700 | $176,105+105.4% | $159,474+126.8% | $167,536+115.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 23.45% | 331.91%-308.5pp | 263.68%-240.2pp | 478.82%-455.4pp |
| Employer contribution / active EE | $3,529 | $5,299-33.4% | $4,831-26.9% | $4,839-27.1% |
| Participant deferral / active EE | $9,693 | $7,751+25.0% | $7,353+31.8% | $6,342+52.8% |
| Admin fee / account holder | $1,193 | $12,559-90.5% | $10,802-89.0% | $12,315-90.3% |