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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 | $620,966 | $88,754+599.6% | $81,820+658.9% | $145,877+325.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.04% | 1031.77%-1015.7pp | 777.93%-761.9pp | 551.28%-535.2pp |
| Employer contribution / active EE | $14,227 | $3,085+361.1% | $2,915+388.1% | $4,663+205.1% |
| Participant deferral / active EE | $13,468 | $4,648+189.8% | $4,323+211.6% | $6,691+101.3% |
| Admin fee / account holder | $4,919 | $8,424-41.6% | $7,391-33.4% | $13,402-63.3% |