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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 | $606,626 | $180,749+235.6% | $160,784+277.3% | $137,256+342.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 11.39% | 2234.46%-2223.1pp | 1803.92%-1792.5pp | 220.34%-208.9pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $12,500 | $6,844+82.6% | $6,293+98.6% | $6,407+95.1% |
| Admin fee / account holder | $1,927 | $10,397-81.5% | $9,717-80.2% | $12,270-84.3% |