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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 | $430,426 | $72,396+494.5% | $67,511+537.6% | $145,959+194.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.11% | 7194.07%-7184.0pp | 3517.41%-3507.3pp | 561.95%-551.8pp |
| Employer contribution / active EE | $25,140 | $3,071+718.7% | $2,733+820.0% | $4,661+439.4% |
| Participant deferral / active EE | $15,250 | $4,781+218.9% | $4,000+281.2% | $6,689+128.0% |
| Admin fee / account holder | $2,716 | $5,538-51.0% | $3,999-32.1% | $13,398-79.7% |