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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 | $740,696 | $88,754+734.5% | $81,820+805.3% | $145,877+407.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.04% | 1031.77%-1020.7pp | 777.93%-766.9pp | 551.28%-540.2pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,523 | $4,648+147.9% | $4,323+166.6% | $6,691+72.2% |
| Admin fee / account holder | $8,096 | $8,424-3.9% | $7,391+9.5% | $13,402-39.6% |