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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 | $440,764 | $88,754+396.6% | $81,820+438.7% | $145,877+202.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 22.78% | 1031.77%-1009.0pp | 777.93%-755.2pp | 551.28%-528.5pp |
| Employer contribution / active EE | $8,985 | $3,085+191.2% | $2,915+208.2% | $4,663+92.7% |
| Participant deferral / active EE | $13,820 | $4,648+197.4% | $4,323+219.7% | $6,691+106.6% |
| Admin fee / account holder | $437 | $8,424-94.8% | $7,391-94.1% | $13,402-96.7% |