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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 | $446,940 | $198,470+125.2% | $170,444+162.2% | $147,585+202.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.79% | 257.30%-242.5pp | 205.94%-191.1pp | 578.56%-563.8pp |
| Employer contribution / active EE | $12,516 | $6,184+102.4% | $5,433+130.4% | $4,876+156.7% |
| Participant deferral / active EE | $8,562 | $5,629+52.1% | $4,939+73.3% | $5,439+57.4% |
| Admin fee / account holder | $2,252 | $16,852-86.6% | $13,881-83.8% | $10,885-79.3% |