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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 | $333,408 | $99,011+236.7% | $86,582+285.1% | $147,586+125.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.40% | 1312.75%-1299.3pp | 965.08%-951.7pp | 578.59%-565.2pp |
| Employer contribution / active EE | $15,574 | $3,132+397.2% | $2,839+448.5% | $4,876+219.4% |
| Participant deferral / active EE | $13,543 | $3,972+240.9% | $3,609+275.3% | $5,439+149.0% |
| Admin fee / account holder | $40,479 | $5,709+609.1% | $4,904+725.4% | $10,886+271.9% |