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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 | $368,443 | $90,614+306.6% | $76,089+384.2% | $145,877+152.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 13.05% | 623.80%-610.8pp | 360.94%-347.9pp | 551.28%-538.2pp |
| Employer contribution / active EE | $3,191 | $3,324-4.0% | $2,690+18.6% | $4,663-31.6% |
| Participant deferral / active EE | $5,579 | $5,168+8.0% | $4,259+31.0% | $6,691-16.6% |
| Admin fee / account holder | $3,103 | $8,376-63.0% | $6,418-51.7% | $13,402-76.8% |