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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 | $1,058,407 | $100,911+948.9% | $90,440+1070.3% | $158,966+565.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.77% | 1726.62%-1709.8pp | 1294.38%-1277.6pp | 302.95%-286.2pp |
| Employer contribution / active EE | $7,688 | $3,690+108.3% | $3,263+135.6% | $4,762+61.4% |
| Participant deferral / active EE | $16,250 | $4,348+273.7% | $3,964+310.0% | $5,983+171.6% |
| Admin fee / account holder | $6,586 | $6,507+1.2% | $5,615+17.3% | $11,250-41.5% |