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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 | $402,251 | $138,114+191.2% | $125,391+220.8% | $134,545+199.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 4.31% | 750.88%-746.6pp | 572.41%-568.1pp | 418.37%-414.1pp |
| Employer contribution / active EE | $2,817 | $5,246-46.3% | $4,816-41.5% | $4,742-40.6% |
| Participant deferral / active EE | $6,829 | $7,801-12.5% | $7,448-8.3% | $6,401+6.7% |
| Admin fee / account holder | $13,701 | $11,570+18.4% | $10,009+36.9% | $11,431+19.9% |