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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 | $100,868+1009.7% | $90,414+1138.1% | $158,931+604.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.36% | 1724.58%-1715.2pp | 1293.19%-1283.8pp | 302.86%-293.5pp |
| Employer contribution / active EE | $14,833 | $3,689+302.1% | $3,262+354.7% | $4,761+211.5% |
| Participant deferral / active EE | $8,000 | $4,348+84.0% | $3,963+101.9% | $5,982+33.7% |
| Admin fee / account holder | $14,333 | $6,502+120.4% | $5,611+155.4% | $11,247+27.4% |