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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 | $749,843 | $99,011+657.3% | $86,582+766.0% | $147,586+408.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.05% | 1312.75%-1299.7pp | 965.08%-952.0pp | 578.59%-565.5pp |
| Employer contribution / active EE | $12,579 | $3,132+301.6% | $2,839+343.0% | $4,876+158.0% |
| Participant deferral / active EE | $8,000 | $3,972+101.4% | $3,609+121.7% | $5,439+47.1% |
| Admin fee / account holder | $3,624 | $5,709-36.5% | $4,904-26.1% | $10,886-66.7% |