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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 | $687,142 | $102,635+569.5% | $86,209+697.1% | $139,456+392.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 18.43% | 1923.53%-1905.1pp | 1169.05%-1150.6pp | 373.45%-355.0pp |
| Employer contribution / active EE | $17,109 | $3,034+463.9% | $2,381+618.4% | $4,753+260.0% |
| Participant deferral / active EE | $19,567 | $4,677+318.3% | $3,986+390.9% | $6,711+191.5% |
| Admin fee / account holder | $2,485 | $8,661-71.3% | $6,853-63.7% | $11,407-78.2% |