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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 | $596,131 | $96,419+518.3% | $80,648+639.2% | $139,487+327.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 19.84% | 1352.86%-1333.0pp | 937.21%-917.4pp | 373.84%-354.0pp |
| Employer contribution / active EE | $1,107 | $3,261-66.1% | $2,724-59.4% | $4,755-76.7% |
| Participant deferral / active EE | $5,674 | $5,225+8.6% | $4,443+27.7% | $6,713-15.5% |
| Admin fee / account holder | $754 | $6,605-88.6% | $5,382-86.0% | $11,407-93.4% |