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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 | $637,105 | $72,071+784.0% | $68,368+831.9% | $137,256+364.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.40% | 353.14%-339.7pp | 292.57%-279.2pp | 220.34%-206.9pp |
| Employer contribution / active EE | $24,576 | $2,788+781.5% | $2,649+827.8% | $4,156+491.3% |
| Participant deferral / active EE | $79,992 | $4,410+1713.9% | $4,123+1840.3% | $6,407+1148.5% |
| Admin fee / account holder | $27,436 | $5,336+414.2% | $5,150+432.8% | $12,270+123.6% |