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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 | $416,339 | $169,336+145.9% | $129,384+221.8% | $145,884+185.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.74% | 14408.70%-14397.0pp | 9461.77%-9450.0pp | 551.85%-540.1pp |
| Employer contribution / active EE | $2,622 | $5,540-52.7% | $4,153-36.9% | $4,662-43.8% |
| Participant deferral / active EE | $5,212 | $4,985+4.5% | $4,166+25.1% | $6,690-22.1% |
| Admin fee / account holder | $2,624 | $9,912-73.5% | $7,686-65.9% | $13,392-80.4% |