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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 | $313,841 | $169,356+85.3% | $129,406+142.5% | $145,897+115.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.52% | 14418.62%-14402.1pp | 9468.18%-9451.7pp | 552.29%-535.8pp |
| Employer contribution / active EE | $1,872 | $5,542-66.2% | $4,155-54.9% | $4,663-59.8% |
| Participant deferral / active EE | $1,872 | $4,987-62.5% | $4,167-55.1% | $6,689-72.0% |
| Admin fee / account holder | $5,984 | $9,915-39.7% | $7,689-22.2% | $13,390-55.3% |