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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 | $544,059 | $97,732+456.7% | $83,831+549.0% | $135,380+301.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 6.15% | 1287.56%-1281.4pp | 850.99%-844.8pp | 519.81%-513.7pp |
| Employer contribution / active EE | $19,467 | $4,222+361.1% | $3,631+436.1% | $4,779+307.3% |
| Participant deferral / active EE | $6,121 | $4,683+30.7% | $4,082+50.0% | $5,609+9.1% |
| Admin fee / account holder | $120,950 | $6,675+1712.1% | $5,479+2107.6% | $10,828+1017.0% |