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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 | $637,432 | $72,396+780.5% | $67,511+844.2% | $145,959+336.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.65% | 7194.07%-7181.4pp | 3517.41%-3504.8pp | 561.95%-549.3pp |
| Employer contribution / active EE | $2,039 | $3,071-33.6% | $2,733-25.4% | $4,661-56.3% |
| Participant deferral / active EE | $15,600 | $4,781+226.3% | $4,000+290.0% | $6,689+133.2% |
| Admin fee / account holder | $47,954 | $5,538+765.9% | $3,999+1099.2% | $13,398+257.9% |