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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 | $546,829 | $102,635+432.8% | $86,209+534.3% | $139,456+292.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 22.09% | 1923.53%-1901.4pp | 1169.05%-1147.0pp | 373.45%-351.4pp |
| Employer contribution / active EE | $17,810 | $3,034+487.0% | $2,381+647.9% | $4,753+274.7% |
| Participant deferral / active EE | $21,231 | $4,677+353.9% | $3,986+432.6% | $6,711+216.3% |
| Admin fee / account holder | $5,259 | $8,661-39.3% | $6,853-23.3% | $11,407-53.9% |