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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 | $335,311 | $88,754+277.8% | $81,820+309.8% | $145,877+129.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.35% | 1031.77%-1020.4pp | 777.93%-766.6pp | 551.28%-539.9pp |
| Employer contribution / active EE | $6,752 | $3,085+118.8% | $2,915+131.6% | $4,663+44.8% |
| Participant deferral / active EE | $1,964 | $4,648-57.7% | $4,323-54.6% | $6,691-70.6% |
| Admin fee / account holder | $2,720 | $8,424-67.7% | $7,391-63.2% | $13,402-79.7% |