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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 | $657,228 | $102,696+540.0% | $86,235+662.1% | $139,487+371.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 20.72% | 1925.91%-1905.2pp | 1170.03%-1149.3pp | 373.84%-353.1pp |
| Employer contribution / active EE | $8,592 | $3,034+183.2% | $2,381+260.8% | $4,755+80.7% |
| Participant deferral / active EE | $10,432 | $4,679+123.0% | $3,987+161.7% | $6,713+55.4% |
| Admin fee / account holder | $3,627 | $8,667-58.2% | $6,856-47.1% | $11,407-68.2% |