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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 | $578,949 | $99,031+484.6% | $86,597+568.6% | $147,585+292.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.89% | 1312.56%-1295.7pp | 964.96%-948.1pp | 578.57%-561.7pp |
| Employer contribution / active EE | $23,497 | $3,132+650.2% | $2,840+727.5% | $4,876+381.9% |
| Participant deferral / active EE | $7,832 | $3,972+97.2% | $3,609+117.0% | $5,439+44.0% |
| Admin fee / account holder | $3,462 | $5,711-39.4% | $4,906-29.4% | $10,885-68.2% |