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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 | $357,886 | $100,895+254.7% | $90,430+295.8% | $158,950+125.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.11% | 1725.54%-1713.4pp | 1293.73%-1281.6pp | 302.91%-290.8pp |
| Employer contribution / active EE | $14,028 | $3,689+280.3% | $3,262+330.1% | $4,762+194.6% |
| Participant deferral / active EE | $10,618 | $4,347+144.3% | $3,963+168.0% | $5,983+77.5% |
| Admin fee / account holder | $74,104 | $6,505+1039.1% | $5,613+1220.1% | $11,248+558.8% |