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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 | $802,005 | $169,237+373.9% | $129,339+520.1% | $145,978+449.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.79% | 14364.43%-14353.6pp | 9437.05%-9426.3pp | 550.52%-539.7pp |
| Employer contribution / active EE | $30,264 | $5,540+446.2% | $4,154+628.5% | $4,662+549.2% |
| Participant deferral / active EE | $10,712 | $4,991+114.6% | $4,170+156.9% | $6,690+60.1% |
| Admin fee / account holder | $1,015 | $9,882-89.7% | $7,668-86.8% | $13,400-92.4% |