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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 | $288,771 | $173,526+66.4% | $136,072+112.2% | $145,884+97.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 15.20% | 1167.12%-1151.9pp | 580.46%-565.3pp | 551.85%-536.6pp |
| Employer contribution / active EE | $14,169 | $5,285+168.1% | $4,216+236.1% | $4,662+203.9% |
| Participant deferral / active EE | $8,817 | $8,711+1.2% | $7,028+25.5% | $6,690+31.8% |
| Admin fee / account holder | $12,570 | $9,665+30.1% | $6,718+87.1% | $13,392-6.1% |