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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 | $673,319 | $169,356+297.6% | $129,406+420.3% | $145,897+361.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.44% | 14418.62%-14409.2pp | 9468.18%-9458.7pp | 552.29%-542.8pp |
| Employer contribution / active EE | $25,710 | $5,542+363.9% | $4,155+518.7% | $4,663+451.4% |
| Participant deferral / active EE | $11,500 | $4,987+130.6% | $4,167+176.0% | $6,689+71.9% |
| Admin fee / account holder | $6,307 | $9,915-36.4% | $7,689-18.0% | $13,390-52.9% |