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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 | $315,812 | $180,749+74.7% | $160,784+96.4% | $137,256+130.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 24.82% | 2234.46%-2209.6pp | 1803.92%-1779.1pp | 220.34%-195.5pp |
| Employer contribution / active EE | $36,565 | $4,155+780.0% | $3,733+879.6% | $4,156+779.8% |
| Participant deferral / active EE | $16,935 | $6,844+147.4% | $6,293+169.1% | $6,407+164.3% |
| Admin fee / account holder | $2,973 | $10,397-71.4% | $9,717-69.4% | $12,270-75.8% |