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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 | $302,989 | $96,388+214.3% | $80,627+275.8% | $139,466+117.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 16.30% | 1352.08%-1335.8pp | 936.76%-920.5pp | 373.66%-357.4pp |
| Employer contribution / active EE | $11,396 | $3,260+249.6% | $2,723+318.5% | $4,754+139.7% |
| Participant deferral / active EE | $19,280 | $5,224+269.0% | $4,443+333.9% | $6,712+187.2% |
| Admin fee / account holder | $4,567 | $6,603-30.8% | $5,381-15.1% | $11,409-60.0% |