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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 | $352,548 | $150,447+134.3% | $136,298+158.7% | $147,586+138.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.68% | 1049.15%-1036.5pp | 5156.27%-5143.6pp | 578.59%-565.9pp |
| Employer contribution / active EE | $7,950 | $5,256+51.2% | $4,696+69.3% | $4,876+63.0% |
| Participant deferral / active EE | $12,079 | $6,631+82.2% | $6,247+93.4% | $5,439+122.1% |
| Admin fee / account holder | $558 | $10,906-94.9% | $9,244-94.0% | $10,886-94.9% |