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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 | $283,716 | $135,956+108.7% | $123,894+129.0% | $273,972+3.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8245.04% | 56.63%+8188.4pp | 47.52%+8197.5pp | 41.46%+8203.6pp |
| Employer contribution / active EE | $2,433 | $5,170-52.9% | $4,617-47.3% | $4,869-50.0% |
| Participant deferral / active EE | $10,813 | $6,343+70.5% | $5,984+80.7% | $5,287+104.5% |
| Admin fee / account holder | $15,859 | $9,817+61.5% | $8,357+89.8% | $10,133+56.5% |