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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 | $88,710+593.8% | $81,783+652.5% | $145,959+321.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.03% | 1027.26%-1015.2pp | 775.05%-763.0pp | 561.95%-549.9pp |
| Employer contribution / active EE | $21,892 | $3,083+610.0% | $2,913+651.6% | $4,661+369.7% |
| Participant deferral / active EE | $20,939 | $4,645+350.8% | $4,320+384.7% | $6,689+213.1% |
| Admin fee / account holder | $27,751 | $8,407+230.1% | $7,380+276.0% | $13,398+107.1% |