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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 | $274,053 | $169,356+61.8% | $129,406+111.8% | $145,897+87.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 38.81% | 14418.62%-14379.8pp | 9468.18%-9429.4pp | 552.29%-513.5pp |
| Employer contribution / active EE | $3,822 | $5,542-31.0% | $4,155-8.0% | $4,663-18.0% |
| Participant deferral / active EE | $8,690 | $4,987+74.3% | $4,167+108.5% | $6,689+29.9% |
| Admin fee / account holder | $7,914 | $9,915-20.2% | $7,689+2.9% | $13,390-40.9% |