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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 | $578,804 | $169,237+242.0% | $129,339+347.5% | $145,978+296.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 17.83% | 14364.43%-14346.6pp | 9437.05%-9419.2pp | 550.52%-532.7pp |
| Employer contribution / active EE | $22,295 | $5,540+302.4% | $4,154+436.7% | $4,662+378.2% |
| Participant deferral / active EE | $14,760 | $4,991+195.7% | $4,170+254.0% | $6,690+120.6% |
| Admin fee / account holder | $3,660 | $9,882-63.0% | $7,668-52.3% | $13,400-72.7% |