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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 | $545,733 | $180,459+202.4% | $154,108+254.1% | $135,380+303.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 5.40% | 888.21%-882.8pp | 735.21%-729.8pp | 519.81%-514.4pp |
| Employer contribution / active EE | $2,014 | $6,035-66.6% | $5,298-62.0% | $4,779-57.9% |
| Participant deferral / active EE | $6,125 | $5,806+5.5% | $5,081+20.6% | $5,609+9.2% |
| Admin fee / account holder | $34,925 | $16,145+116.3% | $13,411+160.4% | $10,828+222.5% |