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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 | $396,006 | $169,336+133.9% | $129,384+206.1% | $145,884+171.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.34% | 14408.70%-14392.4pp | 9461.77%-9445.4pp | 551.85%-535.5pp |
| Employer contribution / active EE | $6,789 | $5,540+22.6% | $4,153+63.5% | $4,662+45.6% |
| Participant deferral / active EE | $15,520 | $4,985+211.3% | $4,166+272.6% | $6,690+132.0% |
| Admin fee / account holder | $11,739 | $9,912+18.4% | $7,686+52.7% | $13,392-12.3% |