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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 | $426,701 | $156,970+171.8% | $121,210+252.0% | $139,487+205.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.12% | 1477.10%-1465.0pp | 987.41%-975.3pp | 373.84%-361.7pp |
| Employer contribution / active EE | $4,771 | $5,546-14.0% | $4,171+14.4% | $4,755+0.4% |
| Participant deferral / active EE | $22,891 | $4,849+372.0% | $4,084+460.6% | $6,713+241.0% |
| Admin fee / account holder | $10,359 | $6,947+49.1% | $5,647+83.4% | $11,407-9.2% |