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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 | $275,658 | $169,237+62.9% | $129,339+113.1% | $145,978+88.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.71% | 14364.43%-14348.7pp | 9437.05%-9421.3pp | 550.52%-534.8pp |
| Employer contribution / active EE | $13,036 | $5,540+135.3% | $4,154+213.8% | $4,662+179.6% |
| Participant deferral / active EE | $12,146 | $4,991+143.4% | $4,170+191.3% | $6,690+81.6% |
| Admin fee / account holder | $3,594 | $9,882-63.6% | $7,668-53.1% | $13,400-73.2% |