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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 | $284,478 | $150,446+89.1% | $136,297+108.7% | $147,585+92.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.64% | 1049.14%-1034.5pp | 5156.19%-5141.6pp | 578.58%-563.9pp |
| Employer contribution / active EE | $2,963 | $5,256-43.6% | $4,696-36.9% | $4,876-39.2% |
| Participant deferral / active EE | $17,098 | $6,631+157.9% | $6,247+173.7% | $5,439+214.4% |
| Admin fee / account holder | $1,514 | $10,906-86.1% | $9,244-83.6% | $10,886-86.1% |