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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 | $686,024 | $88,815+672.4% | $81,882+737.8% | $145,897+370.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.28% | 1033.75%-1021.5pp | 779.47%-767.2pp | 552.29%-540.0pp |
| Employer contribution / active EE | $16,950 | $3,086+449.2% | $2,916+481.3% | $4,663+263.5% |
| Participant deferral / active EE | $16,184 | $4,647+248.3% | $4,323+274.4% | $6,689+141.9% |
| Admin fee / account holder | $2,636 | $8,434-68.7% | $7,360-64.2% | $13,390-80.3% |