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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 | $169,356+65.1% | $129,406+116.1% | $145,897+91.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.16% | 14418.62%-14403.5pp | 9468.18%-9453.0pp | 552.29%-537.1pp |
| Employer contribution / active EE | $6,553 | $5,542+18.2% | $4,155+57.7% | $4,663+40.6% |
| Participant deferral / active EE | $22,609 | $4,987+353.4% | $4,167+442.5% | $6,689+238.0% |
| Admin fee / account holder | $1,017 | $9,915-89.7% | $7,689-86.8% | $13,390-92.4% |