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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 | $531,641 | $150,445+253.4% | $136,297+290.1% | $147,585+260.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.20% | 1049.14%-1025.9pp | 5156.16%-5133.0pp | 578.57%-555.4pp |
| Employer contribution / active EE | $8,064 | $5,256+53.4% | $4,696+71.7% | $4,876+65.4% |
| Participant deferral / active EE | $13,139 | $6,631+98.2% | $6,247+110.3% | $5,439+141.6% |
| Admin fee / account holder | $825 | $10,906-92.4% | $9,244-91.1% | $10,885-92.4% |