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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 | $611,880 | $114,130+436.1% | $96,192+536.1% | $167,553+265.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 22.31% | 190.07%-167.8pp | 192.09%-169.8pp | 478.89%-456.6pp |
| Employer contribution / active EE | $17,747 | $3,431+417.3% | $2,799+533.9% | $4,840+266.7% |
| Participant deferral / active EE | $11,317 | $5,198+117.7% | $4,351+160.1% | $6,343+78.4% |
| Admin fee / account holder | $765 | $6,901-88.9% | $5,539-86.2% | $12,316-93.8% |