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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 | $1,103,470 | $185,225+495.7% | $142,898+672.2% | $167,536+558.6% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 12.39% | 8558.12%-8545.7pp | 5639.64%-5627.2pp | 478.82%-466.4pp |
| Employer contribution / active EE | $28,848 | $5,607+414.5% | $4,146+595.9% | $4,839+496.1% |
| Participant deferral / active EE | $22,352 | $4,496+397.2% | $3,838+482.3% | $6,342+252.4% |
| Admin fee / account holder | $22,336 | $8,032+178.1% | $6,560+240.5% | $12,315+81.4% |