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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 | $493,973 | $99,011+398.9% | $86,582+470.5% | $147,586+234.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.57% | 1312.75%-1302.2pp | 965.08%-954.5pp | 578.59%-568.0pp |
| Employer contribution / active EE | $2,374 | $3,132-24.2% | $2,839-16.4% | $4,876-51.3% |
| Participant deferral / active EE | $795 | $3,972-80.0% | $3,609-78.0% | $5,439-85.4% |
| Admin fee / account holder | $2,094 | $5,709-63.3% | $4,904-57.3% | $10,886-80.8% |