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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 | $388,798 | $169,237+129.7% | $129,339+200.6% | $145,978+166.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.24% | 14364.43%-14353.2pp | 9437.05%-9425.8pp | 550.52%-539.3pp |
| Employer contribution / active EE | $19,943 | $5,540+260.0% | $4,154+380.1% | $4,662+327.8% |
| Participant deferral / active EE | $24,501 | $4,991+390.9% | $4,170+487.6% | $6,690+266.3% |
| Admin fee / account holder | $2,001 | $9,882-79.7% | $7,668-73.9% | $13,400-85.1% |