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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 | $353,717 | $88,702+298.8% | $81,780+332.5% | $145,978+142.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.20% | 1029.12%-1015.9pp | 776.27%-763.1pp | 550.52%-537.3pp |
| Employer contribution / active EE | $12,471 | $3,084+304.3% | $2,914+328.0% | $4,662+167.5% |
| Participant deferral / active EE | $14,840 | $4,645+219.5% | $4,321+243.5% | $6,690+121.8% |
| Admin fee / account holder | $23,759 | $8,414+182.4% | $7,384+221.8% | $13,400+77.3% |