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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 | $279,650 | $169,161+65.3% | $129,295+116.3% | $145,959+91.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.16% | 14348.07%-14332.9pp | 9429.28%-9414.1pp | 561.95%-546.8pp |
| Employer contribution / active EE | $6,553 | $5,543+18.2% | $4,157+57.6% | $4,661+40.6% |
| Participant deferral / active EE | $22,609 | $4,989+353.1% | $4,169+442.3% | $6,689+238.0% |
| Admin fee / account holder | $1,017 | $9,878-89.7% | $7,665-86.7% | $13,398-92.4% |