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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 | $510,074 | $96,419+429.0% | $80,648+532.5% | $139,487+265.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 10.77% | 1352.86%-1342.1pp | 937.21%-926.4pp | 373.84%-363.1pp |
| Employer contribution / active EE | $13,850 | $3,261+324.7% | $2,724+408.5% | $4,755+191.3% |
| Participant deferral / active EE | $8,175 | $5,225+56.4% | $4,443+84.0% | $6,713+21.8% |
| Admin fee / account holder | $13,610 | $6,605+106.1% | $5,382+152.9% | $11,407+19.3% |