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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 | $265,800 | $150,447+76.7% | $136,298+95.0% | $147,586+80.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.71% | 1049.15%-1036.4pp | 5156.27%-5143.6pp | 578.59%-565.9pp |
| Employer contribution / active EE | $1,951 | $5,256-62.9% | $4,696-58.5% | $4,876-60.0% |
| Participant deferral / active EE | $4,233 | $6,631-36.2% | $6,247-32.2% | $5,439-22.2% |
| Admin fee / account holder | $4,769 | $10,906-56.3% | $9,244-48.4% | $10,886-56.2% |