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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 | $468,141 | $108,942+329.7% | $100,415+366.2% | $145,897+220.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 39.69% | 58.27%-18.6pp | 49.47%-9.8pp | 552.29%-512.6pp |
| Employer contribution / active EE | $4,060 | $4,422-8.2% | $3,943+3.0% | $4,663-12.9% |
| Participant deferral / active EE | $20,740 | $8,461+145.1% | $8,091+156.3% | $6,689+210.0% |
| Admin fee / account holder | $121,910 | $9,702+1156.6% | $7,906+1442.0% | $13,390+810.4% |