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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 | $703,540 | $88,778+692.5% | $81,844+759.6% | $145,884+382.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.54% | 1033.03%-1018.5pp | 778.87%-764.3pp | 551.85%-537.3pp |
| Employer contribution / active EE | $13,731 | $3,087+344.8% | $2,916+370.8% | $4,662+194.5% |
| Participant deferral / active EE | $20,640 | $4,648+344.0% | $4,323+377.4% | $6,690+208.5% |
| Admin fee / account holder | $3,006 | $8,430-64.3% | $7,355-59.1% | $13,392-77.6% |