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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 | $332,819 | $124,175+168.0% | $108,405+207.0% | $167,536+98.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.66% | 1380.13%-1363.5pp | 905.55%-888.9pp | 478.82%-462.2pp |
| Employer contribution / active EE | $12,115 | $4,188+189.3% | $3,559+240.4% | $4,839+150.4% |
| Participant deferral / active EE | $8,852 | $6,908+28.1% | $6,563+34.9% | $6,342+39.6% |
| Admin fee / account holder | $871 | $9,457-90.8% | $7,297-88.1% | $12,315-92.9% |