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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 | $637,432 | $72,426+780.1% | $67,560+843.5% | $145,897+336.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.65% | 7226.78%-7214.1pp | 3533.50%-3520.8pp | 552.29%-539.6pp |
| Employer contribution / active EE | $2,039 | $3,074-33.7% | $2,737-25.5% | $4,663-56.3% |
| Participant deferral / active EE | $15,600 | $4,785+226.0% | $4,004+289.6% | $6,689+133.2% |
| Admin fee / account holder | $47,954 | $5,514+769.7% | $3,994+1100.7% | $13,390+258.1% |