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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 | $88,815+514.9% | $81,882+566.9% | $145,897+274.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.20% | 1033.75%-1013.6pp | 779.47%-759.3pp | 552.29%-532.1pp |
| Employer contribution / active EE | $26,868 | $3,086+770.5% | $2,916+821.4% | $4,663+476.2% |
| Participant deferral / active EE | $1,429 | $4,647-69.3% | $4,323-67.0% | $6,689-78.6% |
| Admin fee / account holder | $47,459 | $8,434+462.7% | $7,360+544.9% | $13,390+254.4% |