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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 | $102,663+569.3% | $86,216+697.0% | $139,466+392.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 18.43% | 1924.52%-1906.1pp | 1169.42%-1151.0pp | 373.66%-355.2pp |
| Employer contribution / active EE | $17,109 | $3,035+463.8% | $2,382+618.4% | $4,754+259.9% |
| Participant deferral / active EE | $19,567 | $4,677+318.3% | $3,986+390.9% | $6,712+191.5% |
| Admin fee / account holder | $2,485 | $8,663-71.3% | $6,853-63.7% | $11,409-78.2% |