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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 | $514,681 | $100,938+409.9% | $90,461+469.0% | $158,982+223.7% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 10.39% | 1727.20%-1716.8pp | 1294.76%-1284.4pp | 302.99%-292.6pp |
| Employer contribution / active EE | $3,019 | $3,691-18.2% | $3,264-7.5% | $4,763-36.6% |
| Participant deferral / active EE | $10,004 | $4,350+130.0% | $3,964+152.3% | $5,983+67.2% |
| Admin fee / account holder | $25,000 | $6,510+284.0% | $5,617+345.1% | $11,252+122.2% |