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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 | $528,958 | $150,447+251.6% | $136,298+288.1% | $147,586+258.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.99% | 1049.15%-1037.2pp | 5156.27%-5144.3pp | 578.59%-566.6pp |
| Employer contribution / active EE | $13,982 | $5,256+166.0% | $4,696+197.8% | $4,876+186.7% |
| Participant deferral / active EE | $6,632 | $6,6310% | $6,247+6.2% | $5,439+21.9% |
| Admin fee / account holder | $10,637 | $10,906-2.5% | $9,244+15.1% | $10,886-2.3% |