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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 | $169,336+153.0% | $129,384+231.2% | $145,884+193.7% |
| Participation rate | 88.9% | 76.5%+12.4pp | 69.6%+19.3pp | 80.3%+8.6pp |
| Annual return | 10.40% | 14408.70%-14398.3pp | 9461.77%-9451.4pp | 551.85%-541.5pp |
| Employer contribution / active EE | $10,494 | $5,540+89.4% | $4,153+152.7% | $4,662+125.1% |
| Participant deferral / active EE | $4,419 | $4,985-11.4% | $4,166+6.1% | $6,690-33.9% |
| Admin fee / account holder | $127,874 | $9,912+1190.1% | $7,686+1563.8% | $13,392+854.9% |