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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 | $867,932 | $88,710+878.4% | $81,783+961.3% | $145,959+494.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.75% | 1027.26%-1016.5pp | 775.05%-764.3pp | 561.95%-551.2pp |
| Employer contribution / active EE | $21,391 | $3,083+593.8% | $2,913+634.4% | $4,661+358.9% |
| Participant deferral / active EE | $10,232 | $4,645+120.3% | $4,320+136.8% | $6,689+53.0% |
| Admin fee / account holder | $111,202 | $8,407+1222.7% | $7,380+1406.8% | $13,398+730.0% |