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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 | $384,090 | $202,342+89.8% | $172,752+122.3% | $152,897+151.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.05% | 1029.83%-1013.8pp | 802.97%-786.9pp | 345.43%-329.4pp |
| Employer contribution / active EE | $4,407 | $5,858-24.8% | $5,144-14.3% | $4,764-7.5% |
| Participant deferral / active EE | $11,941 | $5,948+100.7% | $5,198+129.7% | $5,851+104.1% |
| Admin fee / account holder | $7,921 | $17,111-53.7% | $13,955-43.2% | $11,599-31.7% |