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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 | $343,161 | $169,237+102.8% | $129,339+165.3% | $145,978+135.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 26.28% | 14364.43%-14338.2pp | 9437.05%-9410.8pp | 550.52%-524.2pp |
| Employer contribution / active EE | $13,094 | $5,540+136.3% | $4,154+215.2% | $4,662+180.9% |
| Participant deferral / active EE | $7,250 | $4,991+45.3% | $4,170+73.9% | $6,690+8.4% |
| Admin fee / account holder | $2,695 | $9,882-72.7% | $7,668-64.8% | $13,400-79.9% |