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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 | $88,815+733.6% | $81,882+804.2% | $145,897+407.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.42% | 1033.75%-1021.3pp | 779.47%-767.1pp | 552.29%-539.9pp |
| Employer contribution / active EE | $6,157 | $3,086+99.5% | $2,916+111.1% | $4,663+32.0% |
| Participant deferral / active EE | $22,000 | $4,647+373.4% | $4,323+408.9% | $6,689+228.9% |
| Admin fee / account holder | $4,801 | $8,434-43.1% | $7,360-34.8% | $13,390-64.1% |