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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 | $579,729 | $102,595+465.1% | $94,057+516.4% | $154,746+274.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 14.82% | 583.42%-568.6pp | 480.62%-465.8pp | 172.34%-157.5pp |
| Employer contribution / active EE | $16,973 | $3,147+439.3% | $2,933+478.7% | $4,379+287.6% |
| Participant deferral / active EE | $24,084 | $5,118+370.5% | $4,709+411.4% | $6,730+257.8% |
| Admin fee / account holder | $3,334 | $7,736-56.9% | $7,244-54.0% | $14,365-76.8% |