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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 | $434,776 | $88,778+389.7% | $81,844+431.2% | $145,884+198.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.77% | 1033.03%-1019.3pp | 778.87%-765.1pp | 551.85%-538.1pp |
| Employer contribution / active EE | $12,026 | $3,087+289.6% | $2,916+312.4% | $4,662+157.9% |
| Participant deferral / active EE | $16,564 | $4,648+256.3% | $4,323+283.1% | $6,690+147.6% |
| Admin fee / account holder | $11,773 | $8,430+39.7% | $7,355+60.1% | $13,392-12.1% |