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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 | $275,338 | $169,336+62.6% | $129,384+112.8% | $145,884+88.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.55% | 14408.70%-14398.2pp | 9461.77%-9451.2pp | 551.85%-541.3pp |
| Employer contribution / active EE | $12,240 | $5,540+120.9% | $4,153+194.7% | $4,662+162.5% |
| Participant deferral / active EE | $6,579 | $4,985+32.0% | $4,166+57.9% | $6,690-1.6% |
| Admin fee / account holder | $2,305 | $9,912-76.7% | $7,686-70.0% | $13,392-82.8% |