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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 | $680,458 | $180,749+276.5% | $160,784+323.2% | $137,256+395.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 14.73% | 2234.46%-2219.7pp | 1803.92%-1789.2pp | 220.34%-205.6pp |
| Employer contribution / active EE | $21,663 | $4,155+421.4% | $3,733+480.4% | $4,156+421.3% |
| Participant deferral / active EE | $21,067 | $6,844+207.8% | $6,293+234.8% | $6,407+228.8% |
| Admin fee / account holder | $4,672 | $10,397-55.1% | $9,717-51.9% | $12,270-61.9% |