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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 | $537,938 | $99,011+443.3% | $86,582+521.3% | $147,586+264.5% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 14.22% | 1312.75%-1298.5pp | 965.08%-950.9pp | 578.59%-564.4pp |
| Employer contribution / active EE | $19,808 | $3,132+532.4% | $2,839+597.6% | $4,876+306.2% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $28,289 | $5,709+395.5% | $4,904+476.8% | $10,886+159.9% |