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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 | $169,336+61.8% | $129,384+111.8% | $145,884+87.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 38.81% | 14408.70%-14369.9pp | 9461.77%-9423.0pp | 551.85%-513.0pp |
| Employer contribution / active EE | $3,822 | $5,540-31.0% | $4,153-8.0% | $4,662-18.0% |
| Participant deferral / active EE | $8,690 | $4,985+74.3% | $4,166+108.6% | $6,690+29.9% |
| Admin fee / account holder | $7,914 | $9,912-20.2% | $7,686+3.0% | $13,392-40.9% |