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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 | $750,285 | $109,863+582.9% | $98,477+661.9% | $167,518+347.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 20.13% | 1958.09%-1938.0pp | 1493.59%-1473.5pp | 478.71%-458.6pp |
| Employer contribution / active EE | $17,188 | $3,225+432.9% | $2,961+480.5% | $4,838+255.2% |
| Participant deferral / active EE | $3,084 | $4,673-34.0% | $4,276-27.9% | $6,342-51.4% |
| Admin fee / account holder | $885 | $6,755-86.9% | $5,951-85.1% | $12,312-92.8% |