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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 | $99,031+443.2% | $86,597+521.2% | $147,585+264.5% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 14.22% | 1312.56%-1298.3pp | 964.96%-950.7pp | 578.57%-564.4pp |
| Employer contribution / active EE | $19,808 | $3,132+532.4% | $2,840+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 | $5,711+395.4% | $4,906+476.7% | $10,885+159.9% |