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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 | $614,115 | $124,175+394.6% | $108,405+466.5% | $167,553+266.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 22.52% | 1380.13%-1357.6pp | 905.55%-883.0pp | 478.89%-456.4pp |
| Employer contribution / active EE | $11,947 | $4,188+185.3% | $3,559+235.7% | $4,840+146.9% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,563-100.0% | $6,343-100.0% |
| Admin fee / account holder | $13,069 | $9,457+38.2% | $7,297+79.1% | $12,316+6.1% |