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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 | $488,497 | $90,691+438.6% | $76,119+541.8% | $145,884+234.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 8.43% | 624.52%-616.1pp | 361.25%-352.8pp | 551.85%-543.4pp |
| Employer contribution / active EE | $998 | $3,329-70.0% | $2,693-62.9% | $4,662-78.6% |
| Participant deferral / active EE | $20,333 | $5,167+293.5% | $4,259+377.4% | $6,690+204.0% |
| Admin fee / account holder | $2,868 | $8,383-65.8% | $6,421-55.3% | $13,392-78.6% |