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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 | $420,060 | $202,342+107.6% | $172,752+143.2% | $152,897+174.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.24% | 1029.83%-1016.6pp | 802.97%-789.7pp | 345.43%-332.2pp |
| Employer contribution / active EE | $2,642 | $5,858-54.9% | $5,144-48.6% | $4,764-44.5% |
| Participant deferral / active EE | $13,006 | $5,948+118.6% | $5,198+150.2% | $5,851+122.3% |
| Admin fee / account holder | $9,235 | $17,111-46.0% | $13,955-33.8% | $11,599-20.4% |