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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 | $501,153 | $88,815+464.3% | $81,882+512.0% | $145,897+243.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.62% | 1033.75%-1023.1pp | 779.47%-768.8pp | 552.29%-541.7pp |
| Employer contribution / active EE | $52,204 | $3,086+1591.5% | $2,916+1690.2% | $4,663+1019.6% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,742 | $8,434-67.5% | $7,360-62.7% | $13,390-79.5% |