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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 | $756,695 | $210,698+259.1% | $178,014+325.1% | $145,959+418.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.71% | 386.27%-369.6pp | 294.80%-278.1pp | 561.95%-545.2pp |
| Employer contribution / active EE | $2,259 | $4,567-50.5% | $3,950-42.8% | $4,661-51.5% |
| Participant deferral / active EE | $2,775 | $6,958-60.1% | $6,276-55.8% | $6,689-58.5% |
| Admin fee / account holder | $8,392 | $12,016-30.2% | $10,362-19.0% | $13,398-37.4% |