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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 | $88,778+515.1% | $81,844+567.2% | $145,884+274.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.20% | 1033.03%-1012.8pp | 778.87%-758.7pp | 551.85%-531.7pp |
| Employer contribution / active EE | $26,868 | $3,087+770.4% | $2,916+821.3% | $4,662+476.3% |
| Participant deferral / active EE | $1,429 | $4,648-69.3% | $4,323-67.0% | $6,690-78.6% |
| Admin fee / account holder | $47,459 | $8,430+463.0% | $7,355+545.2% | $13,392+254.4% |