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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 | $826,233 | $97,729+745.4% | $83,830+885.6% | $135,379+510.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 4.79% | 1287.52%-1282.7pp | 850.97%-846.2pp | 519.79%-515.0pp |
| Employer contribution / active EE | $39,023 | $4,222+824.3% | $3,631+974.7% | $4,779+716.6% |
| Participant deferral / active EE | $18,500 | $4,683+295.1% | $4,082+353.2% | $5,609+229.8% |
| Admin fee / account holder | $2,359 | $6,674-64.7% | $5,479-57.0% | $10,828-78.2% |