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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 | $307,598 | $180,749+70.2% | $160,784+91.3% | $137,256+124.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 15.73% | 2234.46%-2218.7pp | 1803.92%-1788.2pp | 220.34%-204.6pp |
| Employer contribution / active EE | $3,950 | $4,155-4.9% | $3,733+5.8% | $4,156-5.0% |
| Participant deferral / active EE | $9,964 | $6,844+45.6% | $6,293+58.3% | $6,407+55.5% |
| Admin fee / account holder | $5,195 | $10,397-50.0% | $9,717-46.5% | $12,270-57.7% |