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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 | $327,628 | $150,447+117.8% | $136,298+140.4% | $147,586+122.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.27% | 1049.15%-1036.9pp | 5156.27%-5144.0pp | 578.59%-566.3pp |
| Employer contribution / active EE | $2,464 | $5,256-53.1% | $4,696-47.5% | $4,876-49.5% |
| Participant deferral / active EE | $21,825 | $6,631+229.2% | $6,247+249.4% | $5,439+301.3% |
| Admin fee / account holder | $526 | $10,906-95.2% | $9,244-94.3% | $10,886-95.2% |