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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 | $1,720,506 | $180,749+851.9% | $160,784+970.1% | $137,256+1153.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 16.02% | 2234.46%-2218.4pp | 1803.92%-1787.9pp | 220.34%-204.3pp |
| Employer contribution / active EE | $12,406 | $4,155+198.6% | $3,733+232.4% | $4,156+198.5% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $8,300 | $10,397-20.2% | $9,717-14.6% | $12,270-32.4% |