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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 | $517,003 | $177,353+191.5% | $158,226+226.7% | $198,609+160.3% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 20.31% | 599.50%-579.2pp | 501.41%-481.1pp | 202.70%-182.4pp |
| Employer contribution / active EE | $8,650 | $3,239+167.1% | $2,986+189.7% | $5,055+71.1% |
| Participant deferral / active EE | $23,500 | $4,615+409.2% | $4,317+444.4% | $6,977+236.8% |
| Admin fee / account holder | $3,519 | $10,960-67.9% | $10,217-65.6% | $19,030-81.5% |