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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 | $417,001 | $183,592+127.1% | $155,567+168.1% | $145,959+185.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 45.17% | 61.24%-16.1pp | 64.74%-19.6pp | 561.95%-516.8pp |
| Employer contribution / active EE | $3,212 | $5,315-39.6% | $4,674-31.3% | $4,661-31.1% |
| Participant deferral / active EE | $10,686 | $6,464+65.3% | $5,628+89.9% | $6,689+59.8% |
| Admin fee / account holder | $369 | $19,318-98.1% | $15,916-97.7% | $13,398-97.2% |