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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 | $407,986 | $150,446+171.2% | $136,297+199.3% | $147,585+176.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.55% | 1049.14%-1035.6pp | 5156.19%-5142.6pp | 578.58%-565.0pp |
| Employer contribution / active EE | $8,329 | $5,256+58.5% | $4,696+77.4% | $4,876+70.8% |
| Participant deferral / active EE | $6,561 | $6,631-1.0% | $6,247+5.0% | $5,439+20.6% |
| Admin fee / account holder | $11,697 | $10,906+7.3% | $9,244+26.5% | $10,886+7.5% |