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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 | $88,710+515.6% | $81,783+567.7% | $145,959+274.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.20% | 1027.26%-1007.1pp | 775.05%-754.9pp | 561.95%-541.8pp |
| Employer contribution / active EE | $26,868 | $3,083+771.4% | $2,913+822.5% | $4,661+476.5% |
| Participant deferral / active EE | $1,429 | $4,645-69.2% | $4,320-66.9% | $6,689-78.6% |
| Admin fee / account holder | $47,459 | $8,407+464.5% | $7,380+543.1% | $13,398+254.2% |