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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 | $88,815+305.3% | $81,882+339.6% | $145,897+146.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.75% | 1033.75%-1016.0pp | 779.47%-761.7pp | 552.29%-534.5pp |
| Employer contribution / active EE | $13,735 | $3,086+345.0% | $2,916+371.0% | $4,663+194.6% |
| Participant deferral / active EE | $14,845 | $4,647+219.4% | $4,323+243.4% | $6,689+121.9% |
| Admin fee / account holder | $2,595 | $8,434-69.2% | $7,360-64.7% | $13,390-80.6% |