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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 | $566,019 | $102,696+451.2% | $86,235+556.4% | $139,487+305.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 11.48% | 1925.91%-1914.4pp | 1170.03%-1158.6pp | 373.84%-362.4pp |
| Employer contribution / active EE | $4,311 | $3,034+42.1% | $2,381+81.1% | $4,755-9.3% |
| Participant deferral / active EE | $11,640 | $4,679+148.8% | $3,987+192.0% | $6,713+73.4% |
| Admin fee / account holder | $4,126 | $8,667-52.4% | $6,856-39.8% | $11,407-63.8% |