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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 | $311,587 | $111,301+180.0% | $112,977+175.8% | $158,982+96.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 6681.37% | 26.40%+6655.0pp | 24.24%+6657.1pp | 302.99%+6378.4pp |
| Employer contribution / active EE | $14,504 | $4,471+224.4% | $4,255+240.9% | $4,763+204.5% |
| Participant deferral / active EE | $7,576 | $5,880+28.8% | $5,836+29.8% | $5,983+26.6% |
| Admin fee / account holder | $19,614 | $8,392+133.7% | $6,294+211.6% | $11,252+74.3% |