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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 | $317,223 | $102,663+209.0% | $86,216+267.9% | $139,466+127.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 13.23% | 1924.52%-1911.3pp | 1169.42%-1156.2pp | 373.66%-360.4pp |
| Employer contribution / active EE | $16,133 | $3,035+431.6% | $2,382+577.4% | $4,754+239.4% |
| Participant deferral / active EE | $21,195 | $4,677+353.1% | $3,986+431.7% | $6,712+215.8% |
| Admin fee / account holder | $8,639 | $8,663-0.3% | $6,853+26.1% | $11,409-24.3% |