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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 | $534,672 | $144,130+271.0% | $117,861+353.6% | $147,586+262.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 11.01% | 531.20%-520.2pp | 335.11%-324.1pp | 578.59%-567.6pp |
| Employer contribution / active EE | $24,099 | $4,897+392.1% | $3,786+536.5% | $4,876+394.2% |
| Participant deferral / active EE | $19,056 | $5,316+258.4% | $4,482+325.2% | $5,439+250.4% |
| Admin fee / account holder | $1,718 | $10,887-84.2% | $8,021-78.6% | $10,886-84.2% |