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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 | $398,566 | $234,190+70.2% | $180,320+121.0% | $198,609+100.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 5.78% | 1057.44%-1051.7pp | 778.54%-772.8pp | 202.70%-196.9pp |
| Employer contribution / active EE | $15,496 | $5,258+194.7% | $4,108+277.2% | $5,055+206.5% |
| Participant deferral / active EE | $6,388 | $4,988+28.0% | $4,304+48.4% | $6,977-8.4% |
| Admin fee / account holder | $41,588 | $12,558+231.2% | $10,000+315.9% | $19,030+118.5% |