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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 | $427,122 | $175,259+143.7% | $149,723+185.3% | $139,487+206.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.78% | 166.82%-152.0pp | 134.50%-119.7pp | 373.84%-359.1pp |
| Employer contribution / active EE | $11,230 | $5,478+105.0% | $4,821+132.9% | $4,755+136.2% |
| Participant deferral / active EE | $7,368 | $6,522+13.0% | $5,682+29.7% | $6,713+9.8% |
| Admin fee / account holder | $1,217 | $16,158-92.5% | $13,215-90.8% | $11,407-89.3% |