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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 | $581,226 | $156,963+270.3% | $121,204+379.5% | $139,466+316.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.35% | 1476.75%-1465.4pp | 987.18%-975.8pp | 373.66%-362.3pp |
| Employer contribution / active EE | $24,634 | $5,544+344.3% | $4,170+490.8% | $4,754+418.2% |
| Participant deferral / active EE | $11,250 | $4,848+132.0% | $4,083+175.5% | $6,712+67.6% |
| Admin fee / account holder | $5,207 | $6,953-25.1% | $5,651-7.9% | $11,409-54.4% |