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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 | $169,336+85.3% | $129,384+142.6% | $145,884+115.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.52% | 14408.70%-14392.2pp | 9461.77%-9445.3pp | 551.85%-535.3pp |
| Employer contribution / active EE | $1,872 | $5,540-66.2% | $4,153-54.9% | $4,662-59.8% |
| Participant deferral / active EE | $1,872 | $4,985-62.4% | $4,166-55.1% | $6,690-72.0% |
| Admin fee / account holder | $5,984 | $9,912-39.6% | $7,686-22.1% | $13,392-55.3% |