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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 | $286,863 | $169,361+69.4% | $129,397+121.7% | $145,877+96.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 17.82% | 14395.54%-14377.7pp | 9453.98%-9436.2pp | 551.28%-533.5pp |
| Employer contribution / active EE | $24,464 | $5,542+341.4% | $4,154+488.9% | $4,663+424.6% |
| Participant deferral / active EE | $15,250 | $4,987+205.8% | $4,167+265.9% | $6,691+127.9% |
| Admin fee / account holder | $3,653 | $9,903-63.1% | $7,679-52.4% | $13,402-72.7% |