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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 | $714,862 | $99,031+621.9% | $86,597+725.5% | $147,585+384.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 8.99% | 1312.56%-1303.6pp | 964.96%-956.0pp | 578.57%-569.6pp |
| Employer contribution / active EE | $10,000 | $3,132+219.3% | $2,840+252.2% | $4,876+105.1% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $8,656 | $5,711+51.6% | $4,906+76.4% | $10,885-20.5% |