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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 | $572,940 | $156,963+265.0% | $121,204+372.7% | $139,466+310.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 16.83% | 1476.75%-1459.9pp | 987.18%-970.3pp | 373.66%-356.8pp |
| Employer contribution / active EE | $2,051 | $5,544-63.0% | $4,170-50.8% | $4,754-56.8% |
| Participant deferral / active EE | $1,600 | $4,848-67.0% | $4,083-60.8% | $6,712-76.2% |
| Admin fee / account holder | $135,524 | $6,953+1849.0% | $5,651+2298.1% | $11,409+1087.9% |