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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 | $472,290 | $97,732+383.3% | $83,831+463.4% | $135,380+248.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 5.64% | 1287.56%-1281.9pp | 850.99%-845.4pp | 519.81%-514.2pp |
| Employer contribution / active EE | $11,622 | $4,222+175.3% | $3,631+220.1% | $4,779+143.2% |
| Participant deferral / active EE | $20,743 | $4,683+343.0% | $4,082+408.2% | $5,609+269.8% |
| Admin fee / account holder | $3,057 | $6,675-54.2% | $5,479-44.2% | $10,828-71.8% |