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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 | $747,431 | $72,426+932.0% | $67,560+1006.3% | $145,897+412.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.95% | 7226.78%-7215.8pp | 3533.50%-3522.5pp | 552.29%-541.3pp |
| Employer contribution / active EE | $4,212 | $3,074+37.0% | $2,737+53.9% | $4,663-9.7% |
| Participant deferral / active EE | $14,014 | $4,785+192.9% | $4,004+250.0% | $6,689+109.5% |
| Admin fee / account holder | $47,534 | $5,514+762.1% | $3,994+1090.2% | $13,390+255.0% |