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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 | $601,220 | $88,815+576.9% | $81,882+634.3% | $145,897+312.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.68% | 1033.75%-1024.1pp | 779.47%-769.8pp | 552.29%-542.6pp |
| Employer contribution / active EE | $15,826 | $3,086+412.8% | $2,916+442.7% | $4,663+239.4% |
| Participant deferral / active EE | $20,943 | $4,647+350.6% | $4,323+384.4% | $6,689+213.1% |
| Admin fee / account holder | $6,666 | $8,434-21.0% | $7,360-9.4% | $13,390-50.2% |