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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 | $846,116 | $72,403+1068.6% | $67,524+1153.1% | $145,978+479.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.94% | 7197.23%-7181.3pp | 3519.41%-3503.5pp | 550.52%-534.6pp |
| Employer contribution / active EE | $1,200 | $3,072-60.9% | $2,734-56.1% | $4,662-74.3% |
| Participant deferral / active EE | $16,500 | $4,782+245.0% | $4,001+312.4% | $6,690+146.7% |
| Admin fee / account holder | $520 | $5,541-90.6% | $4,001-87.0% | $13,400-96.1% |