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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 | $446,009 | $109,872+305.9% | $98,483+352.9% | $167,536+166.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.42% | 1959.31%-1944.9pp | 1494.38%-1480.0pp | 478.82%-464.4pp |
| Employer contribution / active EE | $16,853 | $3,225+422.6% | $2,961+469.2% | $4,839+248.3% |
| Participant deferral / active EE | $14,237 | $4,673+204.6% | $4,276+232.9% | $6,342+124.5% |
| Admin fee / account holder | $214,206 | $6,757+3070.0% | $5,953+3498.5% | $12,315+1639.5% |