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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 | $642,645 | $169,356+279.5% | $129,406+396.6% | $145,897+340.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.18% | 14418.62%-14403.4pp | 9468.18%-9453.0pp | 552.29%-537.1pp |
| Employer contribution / active EE | $2,139 | $5,542-61.4% | $4,155-48.5% | $4,663-54.1% |
| Participant deferral / active EE | $1,600 | $4,987-67.9% | $4,167-61.6% | $6,689-76.1% |
| Admin fee / account holder | $19,969 | $9,915+101.4% | $7,689+159.7% | $13,390+49.1% |