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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 | $747,147 | $88,710+742.2% | $81,783+813.6% | $145,959+411.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.67% | 1027.26%-1016.6pp | 775.05%-764.4pp | 561.95%-551.3pp |
| Employer contribution / active EE | $8,726 | $3,083+183.0% | $2,913+199.6% | $4,661+87.2% |
| Participant deferral / active EE | $20,920 | $4,645+350.4% | $4,320+384.2% | $6,689+212.8% |
| Admin fee / account holder | $36,786 | $8,407+337.6% | $7,380+398.5% | $13,398+174.6% |