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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 | $717,533 | $88,815+707.9% | $81,882+776.3% | $145,897+391.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.39% | 1033.75%-1020.4pp | 779.47%-766.1pp | 552.29%-538.9pp |
| Employer contribution / active EE | $16,923 | $3,086+448.3% | $2,916+480.4% | $4,663+263.0% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $27,734 | $8,434+228.8% | $7,360+276.8% | $13,390+107.1% |