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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 | $385,142 | $90,530+325.4% | $76,030+406.6% | $145,897+164.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.41% | 625.08%-615.7pp | 361.54%-352.1pp | 552.29%-542.9pp |
| Employer contribution / active EE | $18,810 | $3,319+466.7% | $2,688+599.9% | $4,663+303.4% |
| Participant deferral / active EE | $18,123 | $5,164+250.9% | $4,257+325.7% | $6,689+170.9% |
| Admin fee / account holder | $2,793 | $8,383-66.7% | $6,421-56.5% | $13,390-79.1% |