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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 | $584,185 | $202,342+188.7% | $172,753+238.2% | $152,909+282.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.30% | 1029.88%-1013.6pp | 803.00%-786.7pp | 345.46%-329.2pp |
| Employer contribution / active EE | $1,814 | $5,857-69.0% | $5,144-64.7% | $4,764-61.9% |
| Participant deferral / active EE | $2,911 | $5,948-51.1% | $5,198-44.0% | $5,851-50.3% |
| Admin fee / account holder | $43,634 | $17,112+155.0% | $13,956+212.7% | $11,601+276.1% |