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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 | $384,454 | $150,447+155.5% | $136,298+182.1% | $147,586+160.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.02% | 1049.15%-1034.1pp | 5156.27%-5141.2pp | 578.59%-563.6pp |
| Employer contribution / active EE | $3,173 | $5,256-39.6% | $4,696-32.4% | $4,876-34.9% |
| Participant deferral / active EE | $13,845 | $6,631+108.8% | $6,247+121.6% | $5,439+154.6% |
| Admin fee / account holder | $1,395 | $10,906-87.2% | $9,244-84.9% | $10,886-87.2% |