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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 | $88,710+305.8% | $81,783+340.2% | $145,959+146.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.75% | 1027.26%-1009.5pp | 775.05%-757.3pp | 561.95%-544.2pp |
| Employer contribution / active EE | $13,735 | $3,083+345.5% | $2,913+371.6% | $4,661+194.7% |
| Participant deferral / active EE | $14,845 | $4,645+219.6% | $4,320+243.6% | $6,689+121.9% |
| Admin fee / account holder | $2,595 | $8,407-69.1% | $7,380-64.8% | $13,398-80.6% |