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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 | $342,551 | $156,970+118.2% | $121,210+182.6% | $139,487+145.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 14.36% | 1477.10%-1462.7pp | 987.41%-973.1pp | 373.84%-359.5pp |
| Employer contribution / active EE | $3,025 | $5,546-45.5% | $4,171-27.5% | $4,755-36.4% |
| Participant deferral / active EE | $13,731 | $4,849+183.2% | $4,084+236.3% | $6,713+104.6% |
| Admin fee / account holder | $7,217 | $6,947+3.9% | $5,647+27.8% | $11,407-36.7% |