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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 | $365,954 | $169,161+116.3% | $129,295+183.0% | $145,959+150.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.57% | 14348.07%-14335.5pp | 9429.28%-9416.7pp | 561.95%-549.4pp |
| Employer contribution / active EE | $6,012 | $5,543+8.5% | $4,157+44.6% | $4,661+29.0% |
| Participant deferral / active EE | $13,239 | $4,989+165.3% | $4,169+217.5% | $6,689+97.9% |
| Admin fee / account holder | $1,658 | $9,878-83.2% | $7,665-78.4% | $13,398-87.6% |