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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 | $615,428 | $88,815+592.9% | $81,882+651.6% | $145,897+321.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.03% | 1033.75%-1021.7pp | 779.47%-767.4pp | 552.29%-540.3pp |
| Employer contribution / active EE | $21,892 | $3,086+609.3% | $2,916+650.7% | $4,663+369.5% |
| Participant deferral / active EE | $20,939 | $4,647+350.6% | $4,323+384.4% | $6,689+213.0% |
| Admin fee / account holder | $27,751 | $8,434+229.0% | $7,360+277.1% | $13,390+107.2% |