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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 | $880,410 | $124,175+609.0% | $108,405+712.1% | $167,536+425.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.89% | 1380.13%-1368.2pp | 905.55%-893.7pp | 478.82%-466.9pp |
| Employer contribution / active EE | $4,698 | $4,188+12.2% | $3,559+32.0% | $4,839-2.9% |
| Participant deferral / active EE | $19,500 | $6,908+182.3% | $6,563+197.1% | $6,342+207.5% |
| Admin fee / account holder | $247,125 | $9,457+2513.2% | $7,297+3286.8% | $12,315+1906.8% |