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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 | $689,527 | $169,336+307.2% | $129,384+432.9% | $145,884+372.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.90% | 14408.70%-14395.8pp | 9461.77%-9448.9pp | 551.85%-538.9pp |
| Employer contribution / active EE | $16,500 | $5,540+197.8% | $4,153+297.3% | $4,662+253.9% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $15,062 | $9,912+52.0% | $7,686+96.0% | $13,392+12.5% |