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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 | $527,535 | $169,336+211.5% | $129,384+307.7% | $145,884+261.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.05% | 14408.70%-14397.7pp | 9461.77%-9450.7pp | 551.85%-540.8pp |
| Employer contribution / active EE | $14,231 | $5,540+156.9% | $4,153+242.6% | $4,662+205.2% |
| Participant deferral / active EE | $14,631 | $4,985+193.5% | $4,166+251.2% | $6,690+118.7% |
| Admin fee / account holder | $6,959 | $9,912-29.8% | $7,686-9.5% | $13,392-48.0% |