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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 | $410,854 | $198,457+107.0% | $170,435+141.1% | $147,586+178.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.32% | 257.30%-242.0pp | 205.94%-190.6pp | 578.59%-563.3pp |
| Employer contribution / active EE | $3,182 | $6,183-48.5% | $5,432-41.4% | $4,876-34.7% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,631 | $16,852-72.5% | $13,881-66.6% | $10,886-57.5% |