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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 | $361,123 | $180,749+99.8% | $160,784+124.6% | $137,256+163.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 13.42% | 2234.46%-2221.0pp | 1803.92%-1790.5pp | 220.34%-206.9pp |
| Employer contribution / active EE | $5,700 | $4,155+37.2% | $3,733+52.7% | $4,156+37.2% |
| Participant deferral / active EE | $23,500 | $6,844+243.4% | $6,293+273.4% | $6,407+266.8% |
| Admin fee / account holder | $3,174 | $10,397-69.5% | $9,717-67.3% | $12,270-74.1% |