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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 | $520,110 | $180,749+187.8% | $160,784+223.5% | $137,256+278.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 31.22% | 2234.46%-2203.2pp | 1803.92%-1772.7pp | 220.34%-189.1pp |
| Employer contribution / active EE | $2,723 | $4,155-34.5% | $3,733-27.0% | $4,156-34.5% |
| Participant deferral / active EE | $20,336 | $6,844+197.1% | $6,293+223.2% | $6,407+217.4% |
| Admin fee / account holder | $5,762 | $10,397-44.6% | $9,717-40.7% | $12,270-53.0% |