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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 | $359,987 | $88,754+305.6% | $81,820+340.0% | $145,877+146.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.75% | 1031.77%-1014.0pp | 777.93%-760.2pp | 551.28%-533.5pp |
| Employer contribution / active EE | $13,735 | $3,085+345.2% | $2,915+371.2% | $4,663+194.6% |
| Participant deferral / active EE | $14,845 | $4,648+219.4% | $4,323+243.4% | $6,691+121.9% |
| Admin fee / account holder | $2,595 | $8,424-69.2% | $7,391-64.9% | $13,402-80.6% |