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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 | $342,161 | $202,342+69.1% | $172,752+98.1% | $152,897+123.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.90% | 1029.83%-1014.9pp | 802.97%-788.1pp | 345.43%-330.5pp |
| Employer contribution / active EE | $3,731 | $5,858-36.3% | $5,144-27.5% | $4,764-21.7% |
| Participant deferral / active EE | $9,717 | $5,948+63.4% | $5,198+87.0% | $5,851+66.1% |
| Admin fee / account holder | $225,057 | $17,111+1215.3% | $13,955+1512.7% | $11,599+1840.2% |