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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 | $278,540 | $124,175+124.3% | $108,405+156.9% | $167,553+66.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.77% | 1380.13%-1366.4pp | 905.55%-891.8pp | 478.89%-465.1pp |
| Employer contribution / active EE | $7,940 | $4,188+89.6% | $3,559+123.1% | $4,840+64.1% |
| Participant deferral / active EE | $9,737 | $6,908+40.9% | $6,563+48.4% | $6,343+53.5% |
| Admin fee / account holder | $21,783 | $9,457+130.3% | $7,297+198.5% | $12,316+76.9% |