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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 | $797,922 | $124,314+541.9% | $109,163+630.9% | $167,518+376.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 19.34% | 26.04%-6.7pp | 25.75%-6.4pp | 478.71%-459.4pp |
| Employer contribution / active EE | $25,070 | $4,209+495.7% | $3,723+573.5% | $4,838+418.1% |
| Participant deferral / active EE | $2,000 | $5,256-62.0% | $4,654-57.0% | $6,342-68.5% |
| Admin fee / account holder | $20,630 | $7,973+158.8% | $6,754+205.4% | $12,312+67.6% |