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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 | $543,563 | $96,419+463.7% | $80,648+574.0% | $139,487+289.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 11.16% | 1352.86%-1341.7pp | 937.21%-926.1pp | 373.84%-362.7pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,724-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $21,435 | $5,225+310.2% | $4,443+382.4% | $6,713+219.3% |
| Admin fee / account holder | $10,238 | $6,605+55.0% | $5,382+90.2% | $11,407-10.3% |