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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 | $656,130 | $185,199+254.3% | $142,874+359.2% | $167,518+291.7% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 16.85% | 8556.90%-8540.1pp | 5638.58%-5621.7pp | 478.71%-461.9pp |
| Employer contribution / active EE | $6,339 | $5,606+13.1% | $4,145+52.9% | $4,838+31.0% |
| Participant deferral / active EE | $15,360 | $4,495+241.7% | $3,838+300.2% | $6,342+142.2% |
| Admin fee / account holder | $1,721 | $8,031-78.6% | $6,561-73.8% | $12,312-86.0% |