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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 | $169,336+102.7% | $129,384+165.2% | $145,884+135.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 26.28% | 14408.70%-14382.4pp | 9461.77%-9435.5pp | 551.85%-525.6pp |
| Employer contribution / active EE | $13,094 | $5,540+136.4% | $4,153+215.3% | $4,662+180.8% |
| Participant deferral / active EE | $7,250 | $4,985+45.4% | $4,166+74.0% | $6,690+8.4% |
| Admin fee / account holder | $2,695 | $9,912-72.8% | $7,686-64.9% | $13,392-79.9% |