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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 | $169,361+65.1% | $129,397+116.1% | $145,877+91.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.16% | 14395.54%-14380.4pp | 9453.98%-9438.8pp | 551.28%-536.1pp |
| Employer contribution / active EE | $6,553 | $5,542+18.3% | $4,154+57.7% | $4,663+40.5% |
| Participant deferral / active EE | $22,609 | $4,987+353.3% | $4,167+442.5% | $6,691+237.9% |
| Admin fee / account holder | $1,017 | $9,903-89.7% | $7,679-86.8% | $13,402-92.4% |