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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 | $287,457 | $124,175+131.5% | $108,405+165.2% | $167,536+71.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.62% | 1380.13%-1369.5pp | 905.55%-894.9pp | 478.82%-468.2pp |
| Employer contribution / active EE | $7,819 | $4,188+86.7% | $3,559+119.7% | $4,839+61.6% |
| Participant deferral / active EE | $9,777 | $6,908+41.5% | $6,563+49.0% | $6,342+54.2% |
| Admin fee / account holder | $2,092 | $9,457-77.9% | $7,297-71.3% | $12,315-83.0% |