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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 | $418,953 | $99,011+323.1% | $86,582+383.9% | $147,586+183.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 9.27% | 1312.75%-1303.5pp | 965.08%-955.8pp | 578.59%-569.3pp |
| Employer contribution / active EE | $16,794 | $3,132+436.2% | $2,839+491.5% | $4,876+244.4% |
| Participant deferral / active EE | $1,988 | $3,972-50.0% | $3,609-44.9% | $5,439-63.4% |
| Admin fee / account holder | $15,349 | $5,709+168.9% | $4,904+213.0% | $10,886+41.0% |