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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 | $1,119,373 | $100,938+1009.0% | $90,461+1137.4% | $158,982+604.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.36% | 1727.20%-1717.8pp | 1294.76%-1285.4pp | 302.99%-293.6pp |
| Employer contribution / active EE | $14,833 | $3,691+301.8% | $3,264+354.5% | $4,763+211.4% |
| Participant deferral / active EE | $8,000 | $4,350+83.9% | $3,964+101.8% | $5,983+33.7% |
| Admin fee / account holder | $14,333 | $6,510+120.2% | $5,617+155.2% | $11,252+27.4% |