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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 | $706,921 | $100,938+600.3% | $90,461+681.5% | $158,982+344.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.76% | 1727.20%-1715.4pp | 1294.76%-1283.0pp | 302.99%-291.2pp |
| Employer contribution / active EE | $28,710 | $3,691+677.7% | $3,264+779.6% | $4,763+502.8% |
| Participant deferral / active EE | $7,931 | $4,350+82.3% | $3,964+100.1% | $5,983+32.5% |
| Admin fee / account holder | $1,723 | $6,510-73.5% | $5,617-69.3% | $11,252-84.7% |