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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 | $506,704 | $150,446+236.8% | $136,297+271.8% | $147,585+243.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.84% | 1049.14%-1036.3pp | 5156.19%-5143.4pp | 578.58%-565.7pp |
| Employer contribution / active EE | $5,704 | $5,256+8.5% | $4,696+21.5% | $4,876+17.0% |
| Participant deferral / active EE | $15,065 | $6,631+127.2% | $6,247+141.1% | $5,439+177.0% |
| Admin fee / account holder | $986 | $10,906-91.0% | $9,244-89.3% | $10,886-90.9% |