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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 | $309,091 | $99,011+212.2% | $86,582+257.0% | $147,586+109.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 26.53% | 1312.75%-1286.2pp | 965.08%-938.6pp | 578.59%-552.1pp |
| Employer contribution / active EE | $9,462 | $3,132+202.1% | $2,839+233.2% | $4,876+94.0% |
| Participant deferral / active EE | $9,937 | $3,972+150.2% | $3,609+175.4% | $5,439+82.7% |
| Admin fee / account holder | $547 | $5,709-90.4% | $4,904-88.9% | $10,886-95.0% |