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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 | $500,627 | $72,426+591.2% | $67,560+641.0% | $145,897+243.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.97% | 7226.78%-7212.8pp | 3533.50%-3519.5pp | 552.29%-538.3pp |
| Employer contribution / active EE | $8,972 | $3,074+191.8% | $2,737+227.8% | $4,663+92.4% |
| Participant deferral / active EE | $12,403 | $4,785+159.2% | $4,004+209.7% | $6,689+85.4% |
| Admin fee / account holder | $4,245 | $5,514-23.0% | $3,994+6.3% | $13,390-68.3% |