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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 | $1,268,151 | $90,530+1300.8% | $76,030+1568.0% | $145,897+769.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.28% | 625.08%-610.8pp | 361.54%-347.3pp | 552.29%-538.0pp |
| Employer contribution / active EE | $23,333 | $3,319+602.9% | $2,688+768.2% | $4,663+400.4% |
| Participant deferral / active EE | $13,900 | $5,164+169.1% | $4,257+226.5% | $6,689+107.8% |
| Admin fee / account holder | $7,982 | $8,383-4.8% | $6,421+24.3% | $13,390-40.4% |