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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 | $252,332 | $180,749+39.6% | $160,784+56.9% | $137,256+83.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 14.83% | 2234.46%-2219.6pp | 1803.92%-1789.1pp | 220.34%-205.5pp |
| Employer contribution / active EE | $5,535 | $4,155+33.2% | $3,733+48.3% | $4,156+33.2% |
| Participant deferral / active EE | $9,900 | $6,844+44.6% | $6,293+57.3% | $6,407+54.5% |
| Admin fee / account holder | $1,823 | $10,397-82.5% | $9,717-81.2% | $12,270-85.1% |