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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 | $366,747 | $150,446+143.8% | $136,297+169.1% | $147,585+148.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.20% | 1049.14%-1028.9pp | 5156.19%-5136.0pp | 578.58%-558.4pp |
| Employer contribution / active EE | $3,817 | $5,256-27.4% | $4,696-18.7% | $4,876-21.7% |
| Participant deferral / active EE | $13,654 | $6,631+105.9% | $6,247+118.6% | $5,439+151.0% |
| Admin fee / account holder | $2,470 | $10,906-77.4% | $9,244-73.3% | $10,886-77.3% |