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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 | $428,461 | $169,356+153.0% | $129,406+231.1% | $145,897+193.7% |
| Participation rate | 88.9% | 76.5%+12.4pp | 69.6%+19.2pp | 80.3%+8.6pp |
| Annual return | 10.40% | 14418.62%-14408.2pp | 9468.18%-9457.8pp | 552.29%-541.9pp |
| Employer contribution / active EE | $10,494 | $5,542+89.4% | $4,155+152.6% | $4,663+125.1% |
| Participant deferral / active EE | $4,419 | $4,987-11.4% | $4,167+6.0% | $6,689-33.9% |
| Admin fee / account holder | $127,874 | $9,915+1189.7% | $7,689+1563.1% | $13,390+855.0% |