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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 | $391,608 | $169,356+131.2% | $129,406+202.6% | $145,897+168.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 19.62% | 14418.62%-14399.0pp | 9468.18%-9448.6pp | 552.29%-532.7pp |
| Employer contribution / active EE | $17,041 | $5,542+207.5% | $4,155+310.1% | $4,663+265.5% |
| Participant deferral / active EE | $21,200 | $4,987+325.1% | $4,167+408.7% | $6,689+216.9% |
| Admin fee / account holder | $1,088 | $9,915-89.0% | $7,689-85.9% | $13,390-91.9% |