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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 | $577,200 | $159,978+260.8% | $147,041+292.5% | $145,978+295.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.45% | 98.36%-86.9pp | 419.21%-407.8pp | 550.52%-539.1pp |
| Employer contribution / active EE | $23,260 | $5,288+339.9% | $4,935+371.3% | $4,662+399.0% |
| Participant deferral / active EE | $8,728 | $8,429+3.5% | $8,071+8.1% | $6,690+30.5% |
| Admin fee / account holder | $3,223 | $15,053-78.6% | $13,006-75.2% | $13,400-75.9% |