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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 | $619,337 | $99,011+525.5% | $86,582+615.3% | $147,586+319.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.86% | 1312.75%-1295.9pp | 965.08%-948.2pp | 578.59%-561.7pp |
| Employer contribution / active EE | $19,035 | $3,132+507.7% | $2,839+570.4% | $4,876+290.4% |
| Participant deferral / active EE | $12,967 | $3,972+226.4% | $3,609+259.4% | $5,439+138.4% |
| Admin fee / account holder | $105,342 | $5,709+1745.3% | $4,904+2048.0% | $10,886+867.7% |