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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 | $88,710+673.3% | $81,783+738.8% | $145,959+370.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.28% | 1027.26%-1015.0pp | 775.05%-762.8pp | 561.95%-549.7pp |
| Employer contribution / active EE | $16,950 | $3,083+449.7% | $2,913+482.0% | $4,661+263.7% |
| Participant deferral / active EE | $16,184 | $4,645+248.4% | $4,320+274.6% | $6,689+142.0% |
| Admin fee / account holder | $2,636 | $8,407-68.6% | $7,380-64.3% | $13,398-80.3% |