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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 | $465,657 | $138,114+237.2% | $125,391+271.4% | $134,545+246.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 12.26% | 750.88%-738.6pp | 572.41%-560.2pp | 418.37%-406.1pp |
| Employer contribution / active EE | $5,908 | $5,246+12.6% | $4,816+22.7% | $4,742+24.6% |
| Participant deferral / active EE | $6,833 | $7,801-12.4% | $7,448-8.3% | $6,401+6.7% |
| Admin fee / account holder | $2,796 | $11,570-75.8% | $10,009-72.1% | $11,431-75.5% |