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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 | $471,370 | $202,460+132.8% | $169,385+178.3% | $139,456+238.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 21.05% | 532.07%-511.0pp | 405.82%-384.8pp | 373.45%-352.4pp |
| Employer contribution / active EE | $3,590 | $4,691-23.5% | $4,012-10.5% | $4,753-24.5% |
| Participant deferral / active EE | $8,730 | $6,938+25.8% | $6,221+40.3% | $6,711+30.1% |
| Admin fee / account holder | $26,873 | $10,719+150.7% | $9,011+198.2% | $11,407+135.6% |