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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 | $317,412 | $169,336+87.4% | $129,384+145.3% | $145,884+117.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.65% | 14408.70%-14394.1pp | 9461.77%-9447.1pp | 551.85%-537.2pp |
| Employer contribution / active EE | $19,765 | $5,540+256.8% | $4,153+375.9% | $4,662+323.9% |
| Participant deferral / active EE | $9,740 | $4,985+95.4% | $4,166+133.8% | $6,690+45.6% |
| Admin fee / account holder | $7,801 | $9,912-21.3% | $7,686+1.5% | $13,392-41.7% |