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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 | $740,341 | $88,754+734.1% | $81,820+804.8% | $145,877+407.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.42% | 1031.77%-1019.3pp | 777.93%-765.5pp | 551.28%-538.9pp |
| Employer contribution / active EE | $6,157 | $3,085+99.5% | $2,915+111.2% | $4,663+32.0% |
| Participant deferral / active EE | $22,000 | $4,648+373.4% | $4,323+409.0% | $6,691+228.8% |
| Admin fee / account holder | $4,801 | $8,424-43.0% | $7,391-35.0% | $13,402-64.2% |