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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 | $550,171 | $88,778+519.7% | $81,844+572.2% | $145,884+277.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.41% | 1033.03%-1012.6pp | 778.87%-758.5pp | 551.85%-531.4pp |
| Employer contribution / active EE | $27,899 | $3,087+803.8% | $2,916+856.6% | $4,662+498.4% |
| Participant deferral / active EE | $8,004 | $4,648+72.2% | $4,323+85.1% | $6,690+19.7% |
| Admin fee / account holder | $22,063 | $8,430+161.7% | $7,355+200.0% | $13,392+64.8% |