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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 | $336,041 | $180,749+85.9% | $160,784+109.0% | $137,256+144.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 33.83% | 2234.46%-2200.6pp | 1803.92%-1770.1pp | 220.34%-186.5pp |
| Employer contribution / active EE | $3,790 | $4,155-8.8% | $3,733+1.5% | $4,156-8.8% |
| Participant deferral / active EE | $14,325 | $6,844+109.3% | $6,293+127.6% | $6,407+123.6% |
| Admin fee / account holder | $1,489 | $10,397-85.7% | $9,717-84.7% | $12,270-87.9% |