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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 | $354,823 | $169,161+109.8% | $129,295+174.4% | $145,959+143.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.09% | 14348.07%-14332.0pp | 9429.28%-9413.2pp | 561.95%-545.9pp |
| Employer contribution / active EE | $11,523 | $5,543+107.9% | $4,157+177.2% | $4,661+147.2% |
| Participant deferral / active EE | $4,659 | $4,989-6.6% | $4,169+11.7% | $6,689-30.3% |
| Admin fee / account holder | $5,356 | $9,878-45.8% | $7,665-30.1% | $13,398-60.0% |