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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 | $568,763 | $88,754+540.8% | $81,820+595.1% | $145,877+289.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.97% | 1031.77%-1017.8pp | 777.93%-764.0pp | 551.28%-537.3pp |
| Employer contribution / active EE | $16,869 | $3,085+446.7% | $2,915+478.7% | $4,663+261.8% |
| Participant deferral / active EE | $10,947 | $4,648+135.5% | $4,323+153.3% | $6,691+63.6% |
| Admin fee / account holder | $5,816 | $8,424-31.0% | $7,391-21.3% | $13,402-56.6% |