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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 | $546,098 | $88,754+515.3% | $81,820+567.4% | $145,877+274.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.20% | 1031.77%-1011.6pp | 777.93%-757.7pp | 551.28%-531.1pp |
| Employer contribution / active EE | $26,868 | $3,085+770.8% | $2,915+821.7% | $4,663+476.2% |
| Participant deferral / active EE | $1,429 | $4,648-69.3% | $4,323-67.0% | $6,691-78.6% |
| Admin fee / account holder | $47,459 | $8,424+463.4% | $7,391+542.2% | $13,402+254.1% |