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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 | $855,743 | $180,749+373.4% | $160,784+432.2% | $137,256+523.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 15.47% | 2234.46%-2219.0pp | 1803.92%-1788.5pp | 220.34%-204.9pp |
| Employer contribution / active EE | $16,333 | $4,155+293.1% | $3,733+337.6% | $4,156+293.0% |
| Participant deferral / active EE | $3,667 | $6,844-46.4% | $6,293-41.7% | $6,407-42.8% |
| Admin fee / account holder | $34,515 | $10,397+232.0% | $9,717+255.2% | $12,270+181.3% |