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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 | $284,861 | $70,587+303.6% | $124,693+128.4% | $85,847+231.8% |
| Participation rate | 98.5% | 64.4%+34.1pp | 74.6%+23.9pp | 69.3%+29.2pp |
| Annual return | 27.34% | 20688.83%-20661.5pp | 5144.19%-5116.8pp | 318.61%-291.3pp |
| Employer contribution / active EE | $16,321 | $1,913+753.0% | $3,324+391.0% | $2,565+536.2% |
| Participant deferral / active EE | $0 | $2,969-100.0% | $4,615-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,551 | $5,282-51.7% | $7,494-66.0% | $6,261-59.3% |