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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 | $788,342 | $175,259+349.8% | $149,723+426.5% | $139,487+465.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 49.13% | 166.82%-117.7pp | 134.50%-85.4pp | 373.84%-324.7pp |
| Employer contribution / active EE | $3,429 | $5,478-37.4% | $4,821-28.9% | $4,755-27.9% |
| Participant deferral / active EE | $20,000 | $6,522+206.7% | $5,682+252.0% | $6,713+197.9% |
| Admin fee / account holder | $1,928 | $16,158-88.1% | $13,215-85.4% | $11,407-83.1% |