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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 | $632,798 | $88,754+613.0% | $81,820+673.4% | $145,877+333.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.78% | 1031.77%-1019.0pp | 777.93%-765.2pp | 551.28%-538.5pp |
| Employer contribution / active EE | $20,947 | $3,085+578.9% | $2,915+618.6% | $4,663+349.2% |
| Participant deferral / active EE | $12,344 | $4,648+165.6% | $4,323+185.6% | $6,691+84.5% |
| Admin fee / account holder | $3,820 | $8,424-54.7% | $7,391-48.3% | $13,402-71.5% |