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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 | $456,831 | $209,422+118.1% | $178,503+155.9% | $158,982+187.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.38% | 188.81%-181.4pp | 151.12%-143.7pp | 302.99%-295.6pp |
| Employer contribution / active EE | $3,754 | $5,707-34.2% | $5,011-25.1% | $4,763-21.2% |
| Participant deferral / active EE | $8,613 | $5,955+44.6% | $5,202+65.6% | $5,983+43.9% |
| Admin fee / account holder | $31,953 | $17,079+87.1% | $13,987+128.5% | $11,252+184.0% |